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 | $153,352 | $99,877+53.5% | $84,966+80.5% | $145,922+5.1% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.0pp | 80.3%-34.8pp |
| Annual return | 1254.63% | 83.76%+1170.9pp | 66.38%+1188.2pp | 561.29%+693.3pp |
| Employer contribution / active EE | $990 | $3,231-69.4% | $2,727-63.7% | $4,660-78.8% |
| Participant deferral / active EE | $5,514 | $5,291+4.2% | $4,519+22.0% | $6,688-17.5% |
| Admin fee / account holder | $348 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |