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 | $100,922 | $54,701+84.5% | $86,188+17.1% | $71,457+41.2% |
| Participation rate | 66.4% | 60.1%+6.3pp | 69.0%-2.6pp | 67.9%-1.5pp |
| Annual return | 17.63% | 20.06%-2.4pp | 1168.45%-1150.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $454 | $1,265-64.1% | $2,380-80.9% | $2,588-82.4% |
| Participant deferral / active EE | $4,347 | $3,108+39.9% | $3,985+9.1% | $4,289+1.4% |
| Admin fee / account holder | $2,022 | $1,922+5.2% | $6,852-70.5% | $1,587+27.4% |