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 9-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 | $209,925 | $63,346+231.4% | $92,233+127.6% | $70,131+199.3% |
| Participation rate | 61.3% | 68.7%-7.4pp | 76.5%-15.2pp | 69.5%-8.3pp |
| Annual return | 14.43% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,033 | $2,471-17.7% | $3,679-44.8% | $2,342-13.2% |
| Participant deferral / active EE | $4,065 | $2,854+42.5% | $3,897+4.3% | $3,332+22.0% |
| Admin fee / account holder | $4,754 | $3,840+23.8% | $5,194-8.5% | $4,645+2.3% |