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 | $217,561 | $180,449+20.6% | $154,107+41.2% | $135,375+60.7% |
| Participation rate | 64.3% | 87.4%-23.1pp | 83.0%-18.8pp | 82.6%-18.4pp |
| Annual return | -2.50% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,987 | $6,035-67.1% | $5,298-62.5% | $4,779-58.4% |
| Participant deferral / active EE | $3,979 | $5,806-31.5% | $5,081-21.7% | $5,609-29.1% |
| Admin fee / account holder | $8,991 | $16,143-44.3% | $13,411-33.0% | $10,827-17.0% |