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 8-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 | $111,022 | $58,694+89.2% | $142,863-22.3% | $85,850+29.3% |
| Participation rate | 67.9% | 58.5%+9.4pp | 71.9%-4.1pp | 69.3%-1.5pp |
| Annual return | 19.45% | 27.72%-8.3pp | 5637.54%-5618.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $7,207 | $1,423+406.6% | $4,144+73.9% | $2,565+181.0% |
| Participant deferral / active EE | $1,227 | $2,607-53.0% | $3,837-68.0% | $3,952-69.0% |
| Admin fee / account holder | $9,714 | $4,239+129.1% | $6,560+48.1% | $6,260+55.2% |