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 | $75,245 | $29,660+153.7% | $56,411+33.4% | $80,856-6.9% |
| Participation rate | 59.4% | 41.6%+17.8pp | 52.5%+7.0pp | 67.6%-8.2pp |
| Annual return | 12.03% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,337 | $669+99.7% | $1,039+28.7% | $2,755-51.5% |
| Participant deferral / active EE | $3,018 | $1,226+146.2% | $1,952+54.6% | $4,296-29.7% |
| Admin fee / account holder | $2,266 | $2,428-6.7% | $2,829-19.9% | $6,918-67.2% |