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 3-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 | $206,328 | $159,901+29.0% | $146,958+40.4% | $145,922+41.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 22.93% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $10,732 | $5,286+103.0% | $4,933+117.6% | $4,660+130.3% |
| Participant deferral / active EE | $13,578 | $8,428+61.1% | $8,070+68.2% | $6,688+103.0% |
| Admin fee / account holder | $2,998 | $15,044-80.1% | $12,998-76.9% | $13,397-77.6% |