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 10-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 | $219,189 | $112,881+94.2% | $90,951+141.0% | $158,922+37.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 15.78% | 215.79%-200.0pp | 134.60%-118.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $11,500 | $2,893+297.5% | $2,122+442.0% | $4,761+141.5% |
| Participant deferral / active EE | $14,000 | $4,128+239.2% | $3,373+315.1% | $5,982+134.0% |
| Admin fee / account holder | $1,163 | $8,041-85.5% | $5,959-80.5% | $11,246-89.7% |