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 4-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 | $105,734 | $45,343+133.2% | $150,298-29.7% | $67,986+55.5% |
| Participation rate | 65.5% | 51.9%+13.6pp | 77.8%-12.3pp | 57.2%+8.3pp |
| Annual return | 19.00% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $6,072 | $1,462+315.4% | $4,154+46.2% | $2,019+200.8% |
| Participant deferral / active EE | $13,513 | $2,055+557.6% | $5,453+147.8% | $3,358+302.4% |
| Admin fee / account holder | $6,546 | $2,250+191.0% | $14,116-53.6% | $3,203+104.4% |