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 | $103,617 | $55,472+86.8% | $155,567-33.4% | $74,546+39.0% |
| Participation rate | 65.2% | 61.9%+3.3pp | 78.2%-12.9pp | 67.2%-2.0pp |
| Annual return | 14.48% | 268.72%-254.2pp | 64.74%-50.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $3,570 | $2,269+57.4% | $4,674-23.6% | $2,624+36.1% |
| Participant deferral / active EE | $9,122 | $2,838+221.5% | $5,628+62.1% | $4,347+109.8% |
| Admin fee / account holder | $20,592 | $1,743+1081.7% | $15,916+29.4% | $1,944+959.5% |