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 3-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 | $230,028 | $115,708+98.8% | $65,255+252.5% | $139,434+65.0% |
| Participation rate | 28.6% | 67.8%-39.3pp | 65.0%-36.4pp | 80.3%-51.7pp |
| Annual return | 16.04% | 31.19%-15.1pp | 47.35%-31.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,217 | $2,599-14.7% | $1,691+31.1% | $4,751-53.3% |
| Participant deferral / active EE | $4,643 | $4,240+9.5% | $2,831+64.0% | $6,710-30.8% |
| Admin fee / account holder | $910 | $6,698-86.4% | $4,112-77.9% | $11,403-92.0% |