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 | $112,287 | $96,635+16.2% | $86,612+29.6% | $139,434-19.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 22.38% | 106.41%-84.0pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $4,309 | $3,263+32.1% | $3,022+42.6% | $4,751-9.3% |
| Participant deferral / active EE | $7,054 | $4,836+45.9% | $4,438+59.0% | $6,710+5.1% |
| Admin fee / account holder | $683 | $6,408-89.3% | $5,614-87.8% | $11,403-94.0% |