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 4-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 | $186,681 | $210,648-11.4% | $177,989+4.9% | $145,922+27.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 16.79% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $13,000 | $4,565+184.8% | $3,949+229.2% | $4,660+179.0% |
| Participant deferral / active EE | $13,000 | $6,958+86.8% | $6,276+107.1% | $6,688+94.4% |
| Admin fee / account holder | $772 | $12,013-93.6% | $10,363-92.6% | $13,397-94.2% |