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 | $218,735 | $54,517+301.2% | $75,972+187.9% | $74,495+193.6% |
| Participation rate | 43.9% | 60.3%-16.4pp | 69.1%-25.1pp | 67.2%-23.3pp |
| Annual return | 48.49% | 31.82%+16.7pp | 359.55%-311.1pp | 1364.94%-1316.4pp |
| Employer contribution / active EE | $805 | $1,777-54.7% | $2,685-70.0% | $2,623-69.3% |
| Participant deferral / active EE | $1,407 | $3,066-54.1% | $4,255-66.9% | $4,346-67.6% |
| Admin fee / account holder | $6,140 | $2,229+175.5% | $6,467-5.0% | $1,942+216.2% |