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 | $83,475 | $27,915+199.0% | $58,482+42.7% | $75,163+11.1% |
| Participation rate | 52.5% | 38.8%+13.7pp | 50.9%+1.6pp | 67.2%-14.7pp |
| Annual return | 19.13% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $948 | $669+41.7% | $1,053-10.0% | $2,670-64.5% |
| Participant deferral / active EE | $3,271 | $1,201+172.3% | $1,924+70.0% | $4,125-20.7% |
| Admin fee / account holder | $2,964 | $1,726+71.8% | $2,516+17.8% | $5,651-47.5% |