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 | $91,746 | $48,046+91.0% | $84,611+8.4% | $72,985+25.7% |
| Participation rate | 69.2% | 57.6%+11.6pp | 68.2%+1.0pp | 69.5%-0.3pp |
| Annual return | 24.59% | 37.38%-12.8pp | 258.74%-234.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,512 | $1,602-5.6% | $2,652-43.0% | $2,440-38.0% |
| Participant deferral / active EE | $5,717 | $2,680+113.3% | $3,899+46.6% | $3,607+58.5% |
| Admin fee / account holder | $1,325 | $3,395-61.0% | $4,912-73.0% | $5,124-74.1% |