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 | $75,929 | $81,625-7.0% | $58,482+29.8% | $139,434-45.5% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 14.72% | 7404.20%-7389.5pp | 4239.32%-4224.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,726 | $1,398+238.0% | $1,053+348.7% | $4,751-0.5% |
| Participant deferral / active EE | $15,000 | $2,557+486.7% | $1,924+679.7% | $6,710+123.5% |
| Admin fee / account holder | $403 | $3,265-87.7% | $2,516-84.0% | $11,403-96.5% |