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 | $90,209 | $48,230+87.0% | $67,502+33.6% | $80,856+11.6% |
| Participation rate | 65.2% | 66.4%-1.2pp | 72.9%-7.7pp | 67.6%-2.4pp |
| Annual return | 29.35% | 18.28%+11.1pp | 3512.12%-3482.8pp | 35.59%-6.2pp |
| Employer contribution / active EE | $7,215 | $2,020+257.2% | $2,731+164.2% | $2,755+161.9% |
| Participant deferral / active EE | $2,473 | $2,924-15.4% | $4,000-38.2% | $4,296-42.4% |
| Admin fee / account holder | $16,040 | $3,681+335.7% | $3,998+301.2% | $6,918+131.9% |