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 | $98,435 | $70,669+39.3% | $169,368-41.9% | $75,163+31.0% |
| Participation rate | 68.5% | 64.8%+3.7pp | 77.1%-8.6pp | 67.2%+1.3pp |
| Annual return | 19.20% | 36.36%-17.2pp | 405.60%-386.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $4,965 | $2,211+124.6% | $4,013+23.7% | $2,670+86.0% |
| Participant deferral / active EE | $7,560 | $4,311+75.4% | $6,221+21.5% | $4,125+83.3% |
| Admin fee / account holder | $4,812 | $5,402-10.9% | $9,003-46.6% | $5,651-14.8% |