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 | $244,902 | $124,281+97.1% | $109,143+124.4% | $167,490+46.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.19% | 26.04%-11.8pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $13,830 | $4,207+228.7% | $3,722+271.6% | $4,837+185.9% |
| Participant deferral / active EE | $12,000 | $5,255+128.3% | $4,653+157.9% | $6,341+89.2% |
| Admin fee / account holder | $4,182 | $7,970-47.5% | $6,752-38.1% | $12,309-66.0% |