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 | $154,053 | $81,625+88.7% | $58,482+163.4% | $139,434+10.5% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 15.07% | 7404.20%-7389.1pp | 4239.32%-4224.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $634 | $1,398-54.7% | $1,053-39.8% | $4,751-86.7% |
| Participant deferral / active EE | $3,424 | $2,557+33.9% | $1,924+78.0% | $6,710-49.0% |
| Admin fee / account holder | $3,647 | $3,265+11.7% | $2,516+44.9% | $11,403-68.0% |