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 6-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 | $240,827 | $111,754+115.5% | $103,333+133.1% | $145,922+65.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 29.27% | 24.77%+4.5pp | 24.88%+4.4pp | 561.29%-532.0pp |
| Employer contribution / active EE | $3,061 | $4,212-27.3% | $3,868-20.9% | $4,660-34.3% |
| Participant deferral / active EE | $19,500 | $5,619+247.1% | $5,057+285.6% | $6,688+191.6% |
| Admin fee / account holder | $364 | $9,750-96.3% | $8,355-95.6% | $13,397-97.3% |