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 5-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 | $234,080 | $114,047+105.2% | $96,139+143.5% | $167,490+39.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 9.80% | 189.88%-180.1pp | 191.94%-182.1pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,051 | $3,427-40.2% | $2,797-26.7% | $4,837-57.6% |
| Participant deferral / active EE | $4,636 | $5,194-10.7% | $4,349+6.6% | $6,341-26.9% |
| Admin fee / account holder | $537 | $6,897-92.2% | $5,537-90.3% | $12,309-95.6% |