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 | $137,401 | $83,902+63.8% | $167,512-18.0% | $84,808+62.0% |
| Participation rate | 66.2% | 66.5%-0.3pp | 77.1%-10.9pp | 68.3%-2.2pp |
| Annual return | 16.33% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,885 | $2,264+27.4% | $3,882-25.7% | $2,631+9.6% |
| Participant deferral / active EE | $7,221 | $4,442+62.5% | $6,405+12.7% | $4,212+71.4% |
| Admin fee / account holder | $6,328 | $7,915-20.1% | $9,769-35.2% | $7,344-13.8% |