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 | $90,784 | $41,078+121.0% | $80,569+12.7% | $71,457+27.0% |
| Participation rate | 59.8% | 50.2%+9.6pp | 67.0%-7.2pp | 67.9%-8.1pp |
| Annual return | 17.85% | 38.45%-20.6pp | 935.43%-917.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,058 | $1,506+36.7% | $2,723-24.4% | $2,588-20.5% |
| Participant deferral / active EE | $3,703 | $2,699+37.2% | $4,447-16.7% | $4,289-13.7% |
| Admin fee / account holder | $3,807 | $1,840+106.8% | $5,377-29.2% | $1,587+139.8% |