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 | $68,379 | $48,230+41.8% | $67,502+1.3% | $80,856-15.4% |
| Participation rate | 40.9% | 66.4%-25.5pp | 72.9%-32.0pp | 67.6%-26.7pp |
| Annual return | 28.25% | 18.28%+10.0pp | 3512.12%-3483.9pp | 35.59%-7.3pp |
| Employer contribution / active EE | $5,913 | $2,020+192.8% | $2,731+116.5% | $2,755+114.7% |
| Participant deferral / active EE | $886 | $2,924-69.7% | $4,000-77.8% | $4,296-79.4% |
| Admin fee / account holder | $610 | $3,681-83.4% | $3,998-84.7% | $6,918-91.2% |