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 4-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 | $208,994 | $163,101+28.1% | $136,749+52.8% | $142,382+46.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 22.39% | 27.54%-5.2pp | 24.33%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,025 | $4,117+22.1% | $3,400+47.8% | $4,299+16.9% |
| Participant deferral / active EE | $15,494 | $5,585+177.4% | $4,692+230.2% | $6,507+138.1% |
| Admin fee / account holder | $420 | $14,318-97.1% | $11,386-96.3% | $12,624-96.7% |