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 | $196,921 | $102,604+91.9% | $86,188+128.5% | $139,434+41.2% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.0%-57.8pp | 80.3%-69.2pp |
| Annual return | 13.17% | 1922.51%-1909.3pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $860 | $3,032-71.6% | $2,380-63.9% | $4,751-81.9% |
| Participant deferral / active EE | $4,693 | $4,676+0.4% | $3,985+17.7% | $6,710-30.1% |
| Admin fee / account holder | $17,977 | $8,657+107.7% | $6,852+162.4% | $11,403+57.7% |