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 | $208,096 | $72,071+188.7% | $68,368+204.4% | $137,256+51.6% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 33.68% | 353.14%-319.5pp | 292.57%-258.9pp | 220.34%-186.7pp |
| Employer contribution / active EE | $3,570 | $2,788+28.0% | $2,649+34.8% | $4,156-14.1% |
| Participant deferral / active EE | $10,242 | $4,410+132.2% | $4,123+148.4% | $6,407+59.9% |
| Admin fee / account holder | $16,720 | $5,336+213.4% | $5,150+224.7% | $12,270+36.3% |