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 | $212,844 | $104,486+103.7% | $76,817+177.1% | $152,861+39.2% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.4pp | 82.4%-18.8pp |
| Annual return | 25.63% | 1013.37%-987.7pp | 1166.11%-1140.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,326 | $3,116-57.4% | $2,302-42.4% | $4,762-72.2% |
| Participant deferral / active EE | $4,486 | $4,236+5.9% | $3,336+34.5% | $5,850-23.3% |
| Admin fee / account holder | $7,821 | $12,275-36.3% | $6,420+21.8% | $11,596-32.6% |