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 8-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 | $184,171 | $70,756+160.3% | $65,493+181.2% | $142,382+29.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 11.40% | 1754.89%-1743.5pp | 982.45%-971.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $5,335 | $2,881+85.2% | $2,574+107.2% | $4,299+24.1% |
| Participant deferral / active EE | $11,750 | $4,637+153.4% | $3,961+196.6% | $6,507+80.6% |
| Admin fee / account holder | $84,225 | $6,559+1184.1% | $5,028+1575.0% | $12,624+567.2% |