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 | $181,377 | $73,933+145.3% | $96,683+87.6% | $75,163+141.3% |
| Participation rate | 58.5% | 66.4%-8.0pp | 74.3%-15.9pp | 67.2%-8.7pp |
| Annual return | 146.42% | 26.70%+119.7pp | 35.69%+110.7pp | 160.62%-14.2pp |
| Employer contribution / active EE | $4,695 | $2,928+60.4% | $3,737+25.6% | $2,670+75.8% |
| Participant deferral / active EE | $9,333 | $3,659+155.1% | $4,878+91.3% | $4,125+126.3% |
| Admin fee / account holder | $3,985 | $5,216-23.6% | $6,730-40.8% | $5,651-29.5% |