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 | $227,177 | $55,415+310.0% | $155,509+46.1% | $74,495+205.0% |
| Participation rate | 68.2% | 61.9%+6.3pp | 78.2%-10.0pp | 67.2%+1.0pp |
| Annual return | 15.67% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $6,226 | $2,267+174.6% | $4,672+33.3% | $2,623+137.4% |
| Participant deferral / active EE | $5,441 | $2,836+91.8% | $5,626-3.3% | $4,346+25.2% |
| Admin fee / account holder | $11,692 | $1,738+572.6% | $15,912-26.5% | $1,942+502.1% |