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 | $149,136 | $27,915+434.2% | $58,482+155.0% | $75,163+98.4% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 20.41% | 44.20%-23.8pp | 4239.32%-4218.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,191 | $669+78.0% | $1,053+13.1% | $2,670-55.4% |
| Participant deferral / active EE | $4,755 | $1,201+295.9% | $1,924+147.2% | $4,125+15.3% |
| Admin fee / account holder | $2,955 | $1,726+71.2% | $2,516+17.4% | $5,651-47.7% |