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 | $128,895 | $48,046+168.3% | $84,611+52.3% | $72,985+76.6% |
| Participation rate | 60.0% | 57.6%+2.4pp | 68.2%-8.2pp | 69.5%-9.5pp |
| Annual return | 21.40% | 37.38%-16.0pp | 258.74%-237.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,987 | $1,602+24.0% | $2,652-25.1% | $2,440-18.6% |
| Participant deferral / active EE | $4,582 | $2,680+71.0% | $3,899+17.5% | $3,607+27.0% |
| Admin fee / account holder | $13,192 | $3,395+288.6% | $4,912+168.5% | $5,124+157.4% |