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 | $31,931 | $210,648-84.8% | $177,989-82.1% | $145,922-78.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 383.55% | 385.86%-2.3pp | 294.48%+89.1pp | 561.29%-177.7pp |
| Employer contribution / active EE | $27,477 | $4,565+502.0% | $3,949+595.9% | $4,660+489.7% |
| Participant deferral / active EE | $15,837 | $6,958+127.6% | $6,276+152.3% | $6,688+136.8% |
| Admin fee / account holder | $2,336 | $12,013-80.6% | $10,363-77.5% | $13,397-82.6% |