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 7-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 | $209,950 | $72,071+191.3% | $68,368+207.1% | $137,256+53.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 19.53% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,916 | $2,788+40.5% | $2,649+47.8% | $4,156-5.8% |
| Participant deferral / active EE | $10,945 | $4,410+148.2% | $4,123+165.5% | $6,407+70.8% |
| Admin fee / account holder | $7,924 | $5,336+48.5% | $5,150+53.9% | $12,270-35.4% |