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 8-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 | $133,049 | $102,966+29.2% | $90,281+47.4% | $152,861-13.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 21.60% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $30,395 | $3,139+868.4% | $2,854+964.8% | $4,762+538.2% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,850+113.7% |
| Admin fee / account holder | $43,237 | $6,171+600.7% | $5,351+708.0% | $11,596+272.8% |