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 | $233,723 | $109,982+112.5% | $97,226+140.4% | $145,922+60.2% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 15.64% | 242.90%-227.3pp | 75.13%-59.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,769 | $3,084+22.2% | $2,729+38.1% | $4,660-19.1% |
| Participant deferral / active EE | $4,400 | $4,676-5.9% | $4,264+3.2% | $6,688-34.2% |
| Admin fee / account holder | $688 | $6,221-88.9% | $5,654-87.8% | $13,397-94.9% |