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 | $205,161 | $76,738+167.4% | $56,411+263.7% | $145,922+40.6% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 11.42% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,079 | $1,380-21.8% | $1,039+3.9% | $4,660-76.8% |
| Participant deferral / active EE | $6,409 | $2,623+144.4% | $1,952+228.4% | $6,688-4.2% |
| Admin fee / account holder | $843 | $3,334-74.7% | $2,829-70.2% | $13,397-93.7% |