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 | $118,728 | $91,538+29.7% | $129,995-8.7% | $75,163+58.0% |
| Participation rate | 69.7% | 71.4%-1.7pp | 78.5%-8.8pp | 67.2%+2.5pp |
| Annual return | 34.92% | -631.11%+666.0pp | -137.18%+172.1pp | 160.62%-125.7pp |
| Employer contribution / active EE | $8,636 | $2,845+203.5% | $4,320+99.9% | $2,670+223.5% |
| Participant deferral / active EE | $14,874 | $4,341+242.6% | $5,820+155.6% | $4,125+260.6% |
| Admin fee / account holder | $33,672 | $6,790+395.9% | $10,614+217.2% | $5,651+495.9% |