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 5-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 | $156,777 | $133,922+17.1% | $116,228+34.9% | $142,382+10.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 25.60% | 147.76%-122.2pp | 90.06%-64.5pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,902 | $3,446-44.8% | $2,994-36.5% | $4,299-55.8% |
| Participant deferral / active EE | $16,092 | $5,672+183.7% | $4,953+224.9% | $6,507+147.3% |
| Admin fee / account holder | $800 | $14,945-94.6% | $11,989-93.3% | $12,624-93.7% |