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 | $136,375 | $29,667+359.7% | $56,441+141.6% | $80,874+68.6% |
| Participation rate | 67.1% | 41.7%+25.5pp | 52.5%+14.6pp | 67.6%-0.5pp |
| Annual return | 11.41% | 35.22%-23.8pp | 1704.21%-1692.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,079 | $669+210.6% | $1,039+100.1% | $2,756-24.6% |
| Participant deferral / active EE | $5,008 | $1,227+308.3% | $1,953+156.4% | $4,297+16.5% |
| Admin fee / account holder | $1,054 | $2,429-56.6% | $2,829-62.7% | $6,935-84.8% |