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 | $176,844 | $98,750+79.1% | $149,696+18.1% | $79,858+121.4% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 17.29% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,117 | $3,216+59.1% | $4,644+10.2% | $2,471+107.1% |
| Participant deferral / active EE | $7,706 | $5,680+35.7% | $6,842+12.6% | $3,740+106.0% |
| Admin fee / account holder | $29,648 | $6,053+389.8% | $9,309+218.5% | $5,306+458.7% |