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 | $220,036 | $111,535+97.3% | $105,223+109.1% | $137,256+60.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 44.56% | 237.85%-193.3pp | 180.65%-136.1pp | 220.34%-175.8pp |
| Employer contribution / active EE | $5,850 | $3,939+48.5% | $3,689+58.6% | $4,156+40.8% |
| Participant deferral / active EE | $7,833 | $5,500+42.4% | $5,072+54.5% | $6,407+22.3% |
| Admin fee / account holder | $35,302 | $9,721+263.1% | $8,859+298.5% | $12,270+187.7% |