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 | $115,058 | $60,124+91.4% | $90,404+27.3% | $79,858+44.1% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 16.95% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,898 | $2,068-8.2% | $3,262-41.8% | $2,471-23.2% |
| Participant deferral / active EE | $4,921 | $2,938+67.5% | $3,963+24.2% | $3,740+31.6% |
| Admin fee / account holder | $2,779 | $3,976-30.1% | $5,611-50.5% | $5,306-47.6% |