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 | $120,721 | $91,538+31.9% | $129,995-7.1% | $75,163+60.6% |
| Participation rate | 59.4% | 71.4%-12.1pp | 78.5%-19.1pp | 67.2%-7.8pp |
| Annual return | 15.36% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $5,172 | $2,845+81.8% | $4,320+19.7% | $2,670+93.7% |
| Participant deferral / active EE | $7,814 | $4,341+80.0% | $5,820+34.3% | $4,125+89.4% |
| Admin fee / account holder | $44,567 | $6,790+556.3% | $10,614+319.9% | $5,651+688.7% |