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 | $197,310 | $159,602+23.6% | $150,045+31.5% | $142,382+38.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 204.05% | 70.24%+133.8pp | 62.55%+141.5pp | 217.08%-13.0pp |
| Employer contribution / active EE | $9,513 | $4,961+91.8% | $4,693+102.7% | $4,299+121.3% |
| Participant deferral / active EE | $6,626 | $8,310-20.3% | $7,997-17.1% | $6,507+1.8% |
| Admin fee / account holder | $3,025 | $14,846-79.6% | $13,435-77.5% | $12,624-76.0% |