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 | $81,161 | $111,724-27.4% | $93,606-13.3% | $145,922-44.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.05% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $6,000 | $3,090+94.2% | $2,420+148.0% | $4,660+28.8% |
| Participant deferral / active EE | $11,500 | $4,912+134.1% | $4,411+160.7% | $6,688+72.0% |
| Admin fee / account holder | $601 | $10,250-94.1% | $8,285-92.7% | $13,397-95.5% |