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 | $109,092 | $70,756+54.2% | $65,493+66.6% | $142,382-23.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 25.99% | 1754.89%-1728.9pp | 982.45%-956.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $5,930 | $2,881+105.8% | $2,574+130.3% | $4,299+37.9% |
| Participant deferral / active EE | $7,050 | $4,637+52.0% | $3,961+78.0% | $6,507+8.3% |
| Admin fee / account holder | $683 | $6,559-89.6% | $5,028-86.4% | $12,624-94.6% |