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 | $94,390 | $45,152+109.1% | $73,843+27.8% | $59,632+58.3% |
| Participation rate | 59.7% | 64.0%-4.3pp | 73.4%-13.7pp | 68.7%-8.9pp |
| Annual return | 1.59% | 27.40%-25.8pp | 2267.84%-2266.2pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $7,344 | $1,902+286.2% | $2,787+163.5% | $2,203+233.4% |
| Participant deferral / active EE | $6,687 | $2,574+159.8% | $3,583+86.6% | $3,192+109.5% |
| Admin fee / account holder | $8,553 | $3,516+143.3% | $4,880+75.3% | $4,297+99.1% |