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 | $134,296 | $29,667+352.7% | $56,441+137.9% | $80,874+66.1% |
| Participation rate | 60.7% | 41.7%+19.0pp | 52.5%+8.2pp | 67.6%-6.9pp |
| Annual return | 12.22% | 35.22%-23.0pp | 1704.21%-1692.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,209 | $669+379.4% | $1,039+208.9% | $2,756+16.5% |
| Participant deferral / active EE | $7,741 | $1,227+531.1% | $1,953+296.4% | $4,297+80.2% |
| Admin fee / account holder | $4,423 | $2,429+82.1% | $2,829+56.3% | $6,935-36.2% |