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 | $180,613 | $104,486+72.9% | $76,817+135.1% | $152,861+18.2% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.4%-22.4pp |
| Annual return | 17.52% | 1013.37%-995.9pp | 1166.11%-1148.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,000 | $4,236+254.1% | $3,336+349.7% | $5,850+156.4% |
| Admin fee / account holder | $57,997 | $12,275+372.5% | $6,420+803.4% | $11,596+400.1% |