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 4-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 | $207,178 | $74,888+176.6% | $71,209+190.9% | $142,382+45.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 24.27% | 345.14%-320.9pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $5,779 | $2,854+102.4% | $2,721+112.4% | $4,299+34.4% |
| Participant deferral / active EE | $17,379 | $4,454+290.1% | $4,175+316.2% | $6,507+167.1% |
| Admin fee / account holder | $19,852 | $5,568+256.5% | $5,349+271.2% | $12,624+57.3% |