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 | $126,290 | $159,602-20.9% | $150,045-15.8% | $142,382-11.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 528.52% | 70.24%+458.3pp | 62.55%+466.0pp | 217.08%+311.4pp |
| Employer contribution / active EE | $3,182 | $4,961-35.9% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $9,895 | $8,310+19.1% | $7,997+23.7% | $6,507+52.1% |
| Admin fee / account holder | $17,910 | $14,846+20.6% | $13,435+33.3% | $12,624+41.9% |