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 9-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 | $227,196 | $97,757+132.4% | $83,848+171.0% | $135,375+67.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | 9.11% | 1287.37%-1278.3pp | 850.88%-841.8pp | 519.73%-510.6pp |
| Employer contribution / active EE | $1,689 | $4,222-60.0% | $3,631-53.5% | $4,779-64.7% |
| Participant deferral / active EE | $3,619 | $4,682-22.7% | $4,082-11.3% | $5,609-35.5% |
| Admin fee / account holder | $8,347 | $6,674+25.1% | $5,478+52.4% | $10,827-22.9% |