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 10-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 | $215,663 | $97,125+122.0% | $86,233+150.1% | $137,256+57.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 13.08% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $22,465 | $2,841+690.7% | $2,504+797.0% | $4,156+440.5% |
| Participant deferral / active EE | $16,200 | $5,180+212.8% | $4,559+255.3% | $6,407+152.9% |
| Admin fee / account holder | $27,493 | $9,725+182.7% | $8,342+229.6% | $12,270+124.1% |