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 | $227,720 | $138,044+65.0% | $125,339+81.7% | $134,475+69.3% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -0.74% | 750.33%-751.1pp | 572.05%-572.8pp | 417.96%-418.7pp |
| Employer contribution / active EE | $1,235 | $5,243-76.4% | $4,814-74.3% | $4,740-73.9% |
| Participant deferral / active EE | $3,536 | $7,799-54.7% | $7,446-52.5% | $6,400-44.8% |
| Admin fee / account holder | $27,581 | $11,571+138.4% | $10,010+175.5% | $11,426+141.4% |