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 | $156,925 | $70,606+122.3% | $53,898+191.2% | $142,382+10.2% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 15.17% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,534 | $1,202+110.8% | $932+171.9% | $4,299-41.0% |
| Participant deferral / active EE | $12,427 | $2,364+425.7% | $1,826+580.4% | $6,507+91.0% |
| Admin fee / account holder | $1,339 | $2,852-53.0% | $2,491-46.2% | $12,624-89.4% |