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 | $141,187 | $109,327+29.1% | $89,391+57.9% | $158,922-11.2% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 20.23% | 345.68%-325.4pp | 245.62%-225.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $4,742 | $3,170+49.6% | $2,586+83.4% | $4,761-0.4% |
| Participant deferral / active EE | $8,073 | $4,598+75.6% | $3,890+107.5% | $5,982+34.9% |
| Admin fee / account holder | $20,257 | $6,153+229.2% | $4,881+315.0% | $11,246+80.1% |