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 7-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 | $174,710 | $96,635+80.8% | $86,612+101.7% | $139,434+25.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.30% | 106.41%-83.1pp | 591.07%-567.8pp | 372.94%-349.6pp |
| Employer contribution / active EE | $12,870 | $3,263+294.4% | $3,022+325.8% | $4,751+170.9% |
| Participant deferral / active EE | $26,425 | $4,836+446.4% | $4,438+495.5% | $6,710+293.8% |
| Admin fee / account holder | $2,020 | $6,408-68.5% | $5,614-64.0% | $11,403-82.3% |