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 5-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 | $234,540 | $190,805+22.9% | $159,960+46.6% | $134,475+74.4% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.25% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,362 | $4,995-32.7% | $4,226-20.4% | $4,740-29.1% |
| Participant deferral / active EE | $4,018 | $6,923-42.0% | $6,182-35.0% | $6,400-37.2% |
| Admin fee / account holder | $1,162 | $10,471-88.9% | $8,698-86.6% | $11,426-89.8% |