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 | $121,438 | $53,127+128.6% | $86,590+40.2% | $70,131+73.2% |
| Participation rate | 26.5% | 65.3%-38.8pp | 73.5%-47.1pp | 69.5%-43.1pp |
| Annual return | 94.73% | 27.66%+67.1pp | 964.84%-870.1pp | 73.14%+21.6pp |
| Employer contribution / active EE | $773 | $2,068-62.6% | $2,839-72.8% | $2,342-67.0% |
| Participant deferral / active EE | $2,338 | $2,696-13.3% | $3,609-35.2% | $3,332-29.8% |
| Admin fee / account holder | $7,812 | $3,585+117.9% | $4,906+59.2% | $4,645+68.2% |