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 | $123,285 | $58,694+110.0% | $142,863-13.7% | $85,850+43.6% |
| Participation rate | 64.9% | 58.5%+6.4pp | 71.9%-7.0pp | 69.3%-4.4pp |
| Annual return | 12.92% | 27.72%-14.8pp | 5637.54%-5624.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $762 | $1,423-46.5% | $4,144-81.6% | $2,565-70.3% |
| Participant deferral / active EE | $3,913 | $2,607+50.1% | $3,837+2.0% | $3,952-1.0% |
| Admin fee / account holder | $11,854 | $4,239+179.6% | $6,560+80.7% | $6,260+89.4% |