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 | $206,303 | $88,751+132.5% | $81,812+152.2% | $145,922+41.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.34% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,356 | $3,083+8.8% | $2,912+15.2% | $4,660-28.0% |
| Participant deferral / active EE | $15,882 | $4,643+242.0% | $4,319+267.8% | $6,688+137.5% |
| Admin fee / account holder | $92,913 | $8,415+1004.1% | $7,386+1158.0% | $13,397+593.5% |