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 | $184,801 | $112,881+63.7% | $90,951+103.2% | $158,922+16.3% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 27.77% | 215.79%-188.0pp | 134.60%-106.8pp | 302.83%-275.1pp |
| Employer contribution / active EE | $2,140 | $2,893-26.0% | $2,122+0.9% | $4,761-55.0% |
| Participant deferral / active EE | $6,107 | $4,128+48.0% | $3,373+81.1% | $5,982+2.1% |
| Admin fee / account holder | $23,497 | $8,041+192.2% | $5,959+294.3% | $11,246+108.9% |