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 | $206,480 | $74,888+175.7% | $71,209+190.0% | $142,382+45.0% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 17.42% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,324 | $2,854+16.4% | $2,721+22.2% | $4,299-22.7% |
| Participant deferral / active EE | $10,817 | $4,454+142.8% | $4,175+159.1% | $6,507+66.2% |
| Admin fee / account holder | $2,142 | $5,568-61.5% | $5,349-60.0% | $12,624-83.0% |