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 | $186,134 | $108,172+72.1% | $77,482+140.2% | $158,922+17.1% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 10.98% | 31.67%-20.7pp | 54.79%-43.8pp | 302.83%-291.8pp |
| Employer contribution / active EE | $255 | $1,325-80.8% | $986-74.2% | $4,761-94.7% |
| Participant deferral / active EE | $2,203 | $2,456-10.3% | $1,861+18.4% | $5,982-63.2% |
| Admin fee / account holder | $4,357 | $3,708+17.5% | $2,858+52.5% | $11,246-61.3% |