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 | $200,958 | $88,751+126.4% | $81,812+145.6% | $145,922+37.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 25.24% | 1025.40%-1000.2pp | 773.79%-748.6pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,674 | $3,083-45.7% | $2,912-42.5% | $4,660-64.1% |
| Participant deferral / active EE | $10,875 | $4,643+134.2% | $4,319+151.8% | $6,688+62.6% |
| Admin fee / account holder | $375 | $8,415-95.5% | $7,386-94.9% | $13,397-97.2% |