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 | $184,026 | $159,602+15.3% | $150,045+22.6% | $142,382+29.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 13.72% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $7,549 | $4,961+52.2% | $4,693+60.8% | $4,299+75.6% |
| Participant deferral / active EE | $18,316 | $8,310+120.4% | $7,997+129.0% | $6,507+181.5% |
| Admin fee / account holder | $24,168 | $14,846+62.8% | $13,435+79.9% | $12,624+91.4% |