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 | $119,781 | $111,724+7.2% | $93,606+28.0% | $145,922-17.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 18.05% | 202.98%-184.9pp | 133.20%-115.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $4,500 | $3,090+45.6% | $2,420+86.0% | $4,660-3.4% |
| Participant deferral / active EE | $10,849 | $4,912+120.9% | $4,411+145.9% | $6,688+62.2% |
| Admin fee / account holder | $493 | $10,250-95.2% | $8,285-94.1% | $13,397-96.3% |