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 | $83,285 | $48,046+73.3% | $84,611-1.6% | $72,985+14.1% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 20.22% | 37.38%-17.2pp | 258.74%-238.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,176 | $1,602+35.9% | $2,652-17.9% | $2,440-10.8% |
| Participant deferral / active EE | $3,714 | $2,680+38.6% | $3,899-4.7% | $3,607+3.0% |
| Admin fee / account holder | $368 | $3,395-89.1% | $4,912-92.5% | $5,124-92.8% |