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 | $242,754 | $56,053+333.1% | $75,972+219.5% | $80,856+200.2% |
| Participation rate | 54.5% | 62.0%-7.5pp | 69.1%-14.5pp | 67.6%-13.1pp |
| Annual return | 16.77% | 20.53%-3.8pp | 359.55%-342.8pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,825 | $1,874+50.7% | $2,685+5.2% | $2,755+2.5% |
| Participant deferral / active EE | $7,657 | $3,052+150.9% | $4,255+79.9% | $4,296+78.2% |
| Admin fee / account holder | $3,676 | $5,234-29.8% | $6,467-43.2% | $6,918-46.9% |