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 | $149,440 | $77,813+92.0% | $123,544+21.0% | $64,186+132.8% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.2pp |
| Annual return | -6.13% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,813 | $3,014+59.7% | $4,628+4.0% | $2,381+102.2% |
| Participant deferral / active EE | $7,550 | $5,240+44.1% | $6,426+17.5% | $3,470+117.6% |
| Admin fee / account holder | $14,000 | $5,519+153.7% | $9,284+50.8% | $4,888+186.4% |