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 | $152,627 | $70,756+115.7% | $65,493+133.0% | $142,382+7.2% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 15.60% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,687 | $2,881-6.7% | $2,574+4.4% | $4,299-37.5% |
| Participant deferral / active EE | $4,348 | $4,637-6.2% | $3,961+9.8% | $6,507-33.2% |
| Admin fee / account holder | $892 | $6,559-86.4% | $5,028-82.3% | $12,624-92.9% |