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 6-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 | $118,561 | $68,346+73.5% | $94,646+25.3% | $75,163+57.7% |
| Participation rate | 46.2% | 76.1%-29.9pp | 80.8%-34.7pp | 67.2%-21.0pp |
| Annual return | 49.32% | 616.93%-567.6pp | 156.71%-107.4pp | 160.62%-111.3pp |
| Employer contribution / active EE | $1,398 | $2,701-48.2% | $3,672-61.9% | $2,670-47.6% |
| Participant deferral / active EE | $3,534 | $6,537-45.9% | $7,418-52.4% | $4,125-14.3% |
| Admin fee / account holder | $3,851 | $5,326-27.7% | $7,231-46.7% | $5,651-31.8% |