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 | $99,146 | $84,402+17.5% | $61,373+61.5% | $134,475-26.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 0.06% | 584.55%-584.5pp | 338.61%-338.5pp | 417.96%-417.9pp |
| Employer contribution / active EE | $16,016 | $1,544+937.0% | $1,159+1281.4% | $4,740+237.9% |
| Participant deferral / active EE | $18,000 | $2,819+538.5% | $2,125+747.1% | $6,400+181.3% |
| Admin fee / account holder | $778 | $2,585-69.9% | $2,130-63.5% | $11,426-93.2% |