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 5-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 | $154,648 | $65,409+136.4% | $98,442+57.1% | $85,850+80.1% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.4pp | 69.3%-0.3pp |
| Annual return | 14.50% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $749 | $2,168-65.4% | $2,960-74.7% | $2,565-70.8% |
| Participant deferral / active EE | $2,788 | $3,166-11.9% | $4,276-34.8% | $3,952-29.4% |
| Admin fee / account holder | $1,092 | $4,593-76.2% | $5,949-81.6% | $6,260-82.6% |