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 | $221,442 | $102,966+115.1% | $90,281+145.3% | $152,861+44.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 23.17% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,122 | $3,139-0.5% | $2,854+9.4% | $4,762-34.5% |
| Participant deferral / active EE | $14,286 | $4,281+233.7% | $3,885+267.7% | $5,850+144.2% |
| Admin fee / account holder | $819 | $6,171-86.7% | $5,351-84.7% | $11,596-92.9% |