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 5-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 | $205,169 | $90,348+127.1% | $75,972+170.1% | $145,922+40.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.93% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $15,530 | $3,311+369.0% | $2,685+478.4% | $4,660+233.3% |
| Participant deferral / active EE | $13,000 | $5,162+151.9% | $4,255+205.5% | $6,688+94.4% |
| Admin fee / account holder | $1,776 | $8,467-79.0% | $6,467-72.5% | $13,397-86.7% |