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 | $159,363 | $67,823+135.0% | $52,425+204.0% | $137,256+16.1% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 20.97% | 219.11%-198.1pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,400 | $1,163+20.4% | $914+53.1% | $4,156-66.3% |
| Participant deferral / active EE | $35,563 | $2,288+1454.3% | $1,790+1886.3% | $6,407+455.1% |
| Admin fee / account holder | $2,276 | $2,844-20.0% | $2,495-8.8% | $12,270-81.5% |