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 | $130,912 | $96,137+36.2% | $136,007-3.7% | $80,874+61.9% |
| Participation rate | 0.0% | 71.2%-71.2pp | 76.5%-76.5pp | 67.6%-67.6pp |
| Annual return | 13.59% | 28.70%-15.1pp | 579.32%-565.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,608 | $3,350+7.7% | $4,215-14.4% | $2,756+30.9% |
| Participant deferral / active EE | $12,535 | $5,706+119.7% | $7,024+78.5% | $4,297+191.7% |
| Admin fee / account holder | $12,782 | $8,236+55.2% | $6,858+86.4% | $6,935+84.3% |