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 | $111,814+115.4% | $103,374+133.0% | $145,959+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 | 24.89%+4.4pp | 561.95%-532.7pp |
| Employer contribution / active EE | $3,061 | $4,214-27.4% | $3,869-20.9% | $4,661-34.3% |
| Participant deferral / active EE | $19,500 | $5,618+247.1% | $5,058+285.6% | $6,689+191.5% |
| Admin fee / account holder | $364 | $9,754-96.3% | $8,394-95.7% | $13,398-97.3% |