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 | $139,314 | $60,124+131.7% | $90,404+54.1% | $79,858+74.5% |
| Participation rate | 68.4% | 65.0%+3.4pp | 72.7%-4.3pp | 69.6%-1.2pp |
| Annual return | 14.60% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,289 | $2,068+59.1% | $3,262+0.8% | $2,471+33.1% |
| Participant deferral / active EE | $7,586 | $2,938+158.2% | $3,963+91.4% | $3,740+102.8% |
| Admin fee / account holder | $15,871 | $3,976+299.1% | $5,611+182.9% | $5,306+199.1% |