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 | $158,332 | $111,724+41.7% | $93,606+69.1% | $145,922+8.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.64% | 202.98%-188.3pp | 133.20%-118.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,232 | $3,090+4.6% | $2,420+33.6% | $4,660-30.6% |
| Participant deferral / active EE | $9,260 | $4,912+88.5% | $4,411+109.9% | $6,688+38.5% |
| Admin fee / account holder | $1,111 | $10,250-89.2% | $8,285-86.6% | $13,397-91.7% |