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 | $117,604 | $60,124+95.6% | $90,404+30.1% | $79,858+47.3% |
| Participation rate | 52.8% | 65.0%-12.2pp | 72.7%-19.9pp | 69.6%-16.8pp |
| Annual return | 11.89% | 71.94%-60.1pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,339 | $2,068-35.2% | $3,262-59.0% | $2,471-45.8% |
| Participant deferral / active EE | $2,971 | $2,938+1.1% | $3,963-25.0% | $3,740-20.6% |
| Admin fee / account holder | $7,031 | $3,976+76.8% | $5,611+25.3% | $5,306+32.5% |