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 | $81,751 | $52,406+56.0% | $129,207-36.7% | $74,495+9.7% |
| Participation rate | 63.9% | 53.8%+10.1pp | 69.6%-5.7pp | 67.2%-3.3pp |
| Annual return | 16.30% | 15.66%+0.6pp | 9417.33%-9401.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $978 | $1,531-36.1% | $4,153-76.5% | $2,623-62.7% |
| Participant deferral / active EE | $3,074 | $2,794+10.0% | $4,168-26.2% | $4,346-29.3% |
| Admin fee / account holder | $5,149 | $2,633+95.5% | $7,715-33.3% | $1,942+165.2% |