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 7-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 | $110,428 | $41,078+168.8% | $80,569+37.1% | $71,457+54.5% |
| Participation rate | 49.5% | 50.2%-0.7pp | 67.0%-17.5pp | 67.9%-18.4pp |
| Annual return | 20.24% | 38.45%-18.2pp | 935.43%-915.2pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,680 | $1,506+11.6% | $2,723-38.3% | $2,588-35.1% |
| Participant deferral / active EE | $3,563 | $2,699+32.0% | $4,447-19.9% | $4,289-16.9% |
| Admin fee / account holder | $3,859 | $1,840+109.7% | $5,377-28.2% | $1,587+143.1% |