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 | $118,050 | $81,625+44.6% | $58,482+101.9% | $139,434-15.3% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 18.21% | 7404.20%-7386.0pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,159 | $1,398-17.1% | $1,053+10.0% | $4,751-75.6% |
| Participant deferral / active EE | $5,000 | $2,557+95.6% | $1,924+159.9% | $6,710-25.5% |
| Admin fee / account holder | $1,667 | $3,265-48.9% | $2,516-33.7% | $11,403-85.4% |