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 | $201,041 | $76,738+162.0% | $56,411+256.4% | $145,922+37.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.65% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,810 | $1,380+31.2% | $1,039+74.3% | $4,660-61.2% |
| Participant deferral / active EE | $25,250 | $2,623+862.8% | $1,952+1193.6% | $6,688+277.6% |
| Admin fee / account holder | $955 | $3,334-71.4% | $2,829-66.2% | $13,397-92.9% |