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 | $199,759 | $89,355+123.6% | $141,162+41.5% | $72,985+173.7% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,927 | $3,114+58.2% | $4,735+4.1% | $2,440+101.9% |
| Participant deferral / active EE | $6,345 | $5,418+17.1% | $6,709-5.4% | $3,607+75.9% |
| Admin fee / account holder | $25,000 | $5,958+319.6% | $10,261+143.6% | $5,124+387.9% |