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 | $87,109 | $76,738+13.5% | $56,411+54.4% | $145,922-40.3% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 16.03% | 2994.23%-2978.2pp | 1701.33%-1685.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,676 | $1,380+21.4% | $1,039+61.3% | $4,660-64.0% |
| Participant deferral / active EE | $8,396 | $2,623+220.2% | $1,952+330.2% | $6,688+25.5% |
| Admin fee / account holder | $2,210 | $3,334-33.7% | $2,829-21.9% | $13,397-83.5% |