See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,265 | $49,173+97.8% | $121,098-19.7% | $75,163+29.4% |
| Participation rate | 43.8% | 55.4%-11.6pp | 69.5%-25.7pp | 67.2%-23.4pp |
| Annual return | 14.20% | 55.99%-41.8pp | 985.75%-971.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,138 | $1,546-26.3% | $4,164-72.7% | $2,670-57.4% |
| Participant deferral / active EE | $4,048 | $2,628+54.1% | $4,080-0.8% | $4,125-1.9% |
| Admin fee / account holder | $1,786 | $3,942-54.7% | $5,644-68.4% | $5,651-68.4% |