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 | $220,036 | $114,381+92.4% | $107,525+104.6% | $142,382+54.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 44.56% | 242.71%-198.1pp | 181.32%-136.8pp | 217.08%-172.5pp |
| Employer contribution / active EE | $5,850 | $4,015+45.7% | $3,754+55.9% | $4,299+36.1% |
| Participant deferral / active EE | $7,833 | $5,564+40.8% | $5,116+53.1% | $6,507+20.4% |
| Admin fee / account holder | $35,302 | $9,860+258.0% | $8,919+295.8% | $12,624+179.6% |