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 10-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 | $192,201 | $80,812+137.8% | $160,784+19.5% | $82,448+133.1% |
| Participation rate | 48.5% | 66.2%-17.7pp | 77.0%-28.5pp | 68.1%-19.6pp |
| Annual return | 17.14% | 100.59%-83.4pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,080 | $2,174+41.7% | $3,733-17.5% | $2,551+20.7% |
| Participant deferral / active EE | $6,586 | $4,335+51.9% | $6,293+4.7% | $4,139+59.1% |
| Admin fee / account holder | $568 | $7,695-92.6% | $9,717-94.2% | $7,234-92.1% |