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 | $95,173 | $59,417+60.2% | $93,606+1.7% | $74,495+27.8% |
| Participation rate | 54.5% | 59.7%-5.2pp | 68.7%-14.3pp | 67.2%-12.7pp |
| Annual return | 10.88% | 81.83%-71.0pp | 133.20%-122.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,218 | $1,264+233.8% | $2,420+74.3% | $2,623+60.8% |
| Participant deferral / active EE | $2,206 | $3,050-27.7% | $4,411-50.0% | $4,346-49.2% |
| Admin fee / account holder | $873 | $3,021-71.1% | $8,285-89.5% | $1,942-55.0% |