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 | $175,507 | $88,751+97.8% | $81,812+114.5% | $145,922+20.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.75% | 1025.40%-1014.7pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $922 | $3,083-70.1% | $2,912-68.3% | $4,660-80.2% |
| Participant deferral / active EE | $2,305 | $4,643-50.4% | $4,319-46.6% | $6,688-65.5% |
| Admin fee / account holder | $1,462 | $8,415-82.6% | $7,386-80.2% | $13,397-89.1% |