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 | $225,392 | $74,888+201.0% | $71,209+216.5% | $142,382+58.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 16.93% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,813 | $2,854+173.7% | $2,721+187.1% | $4,299+81.7% |
| Participant deferral / active EE | $7,117 | $4,454+59.8% | $4,175+70.5% | $6,507+9.4% |
| Admin fee / account holder | $2,238 | $5,568-59.8% | $5,349-58.2% | $12,624-82.3% |