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 6-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 | $132,414 | $118,680+11.6% | $98,907+33.9% | $158,922-16.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 10.95% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,640 | $3,333+39.2% | $2,689+72.6% | $4,761-2.5% |
| Participant deferral / active EE | $5,800 | $5,088+14.0% | $4,244+36.7% | $5,982-3.0% |
| Admin fee / account holder | $1,875 | $10,131-81.5% | $6,642-71.8% | $11,246-83.3% |