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 | $197,829 | $55,415+257.0% | $155,509+27.2% | $74,495+165.6% |
| Participation rate | 67.6% | 61.9%+5.7pp | 78.2%-10.6pp | 67.2%+0.4pp |
| Annual return | 14.13% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,971 | $2,267-13.1% | $4,672-57.8% | $2,623-24.9% |
| Participant deferral / active EE | $6,702 | $2,836+136.3% | $5,626+19.1% | $4,346+54.2% |
| Admin fee / account holder | $9,675 | $1,738+456.6% | $15,912-39.2% | $1,942+398.3% |