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 | $200,097 | $111,724+79.1% | $93,606+113.8% | $145,922+37.1% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 13.81% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,242 | $3,090-27.4% | $2,420-7.3% | $4,660-51.9% |
| Participant deferral / active EE | $1,343 | $4,912-72.6% | $4,411-69.5% | $6,688-79.9% |
| Admin fee / account holder | $112,398 | $10,250+996.6% | $8,285+1256.6% | $13,397+739.0% |