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 | $61,084 | $34,308+78.0% | $74,701-18.2% | $72,985-16.3% |
| Participation rate | 65.2% | 42.4%+22.8pp | 54.5%+10.7pp | 69.5%-4.3pp |
| Annual return | 22.18% | 26.58%-4.4pp | 752.92%-730.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $777 | $692+12.3% | $1,084-28.3% | $2,440-68.2% |
| Participant deferral / active EE | $4,629 | $1,271+264.1% | $1,964+135.8% | $3,607+28.3% |
| Admin fee / account holder | $3,899 | $2,124+83.6% | $3,333+17.0% | $5,124-23.9% |