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 | $200,514 | $88,710+126.0% | $81,783+145.2% | $145,959+37.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.95% | 1027.26%-1016.3pp | 775.05%-764.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,753 | $3,083-43.2% | $2,913-39.8% | $4,661-62.4% |
| Participant deferral / active EE | $15,250 | $4,645+228.3% | $4,320+253.0% | $6,689+128.0% |
| Admin fee / account holder | $1,997 | $8,407-76.2% | $7,380-72.9% | $13,398-85.1% |