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 | $95,782 | $76,738+24.8% | $56,411+69.8% | $145,922-34.4% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 10.95% | 2994.23%-2983.3pp | 1701.33%-1690.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $579 | $1,380-58.1% | $1,039-44.3% | $4,660-87.6% |
| Participant deferral / active EE | $5,479 | $2,623+108.9% | $1,952+180.7% | $6,688-18.1% |
| Admin fee / account holder | $2,093 | $3,334-37.2% | $2,829-26.0% | $13,397-84.4% |