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 | $217,966 | $183,963+18.5% | $162,163+34.4% | $152,861+42.6% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.4%-13.2pp |
| Annual return | 20.33% | 150.76%-130.4pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $8,586 | $6,371+34.8% | $5,614+53.0% | $4,762+80.3% |
| Participant deferral / active EE | $8,173 | $8,034+1.7% | $7,298+12.0% | $5,850+39.7% |
| Admin fee / account holder | $163,882 | $13,121+1149.0% | $10,843+1411.5% | $11,596+1313.2% |