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 | $97,364 | $69,207+40.7% | $64,056+52.0% | $139,434-30.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 29.24% | 45.88%-16.6pp | 33.69%-4.4pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,375 | $3,182-56.8% | $2,747-49.9% | $4,751-71.1% |
| Participant deferral / active EE | $10,298 | $4,682+120.0% | $3,880+165.4% | $6,710+53.5% |
| Admin fee / account holder | $424 | $4,244-90.0% | $3,068-86.2% | $11,403-96.3% |