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 6-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 | $143,123 | $109,817+30.3% | $98,442+45.4% | $167,490-14.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 19.81% | 1956.69%-1936.9pp | 1492.73%-1472.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $6,028 | $3,224+87.0% | $2,960+103.7% | $4,837+24.6% |
| Participant deferral / active EE | $13,723 | $4,673+193.7% | $4,276+220.9% | $6,341+116.4% |
| Admin fee / account holder | $694 | $6,753-89.7% | $5,949-88.3% | $12,309-94.4% |