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 3-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 | $101,983 | $70,756+44.1% | $65,493+55.7% | $142,382-28.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 21.14% | 1754.89%-1733.7pp | 982.45%-961.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,157 | $2,881-25.1% | $2,574-16.2% | $4,299-49.8% |
| Participant deferral / active EE | $16,564 | $4,637+257.2% | $3,961+318.2% | $6,507+154.5% |
| Admin fee / account holder | $11,269 | $6,559+71.8% | $5,028+124.1% | $12,624-10.7% |