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 | $216,568 | $180,449+20.0% | $154,107+40.5% | $135,375+60.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.46% | 888.09%-888.5pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,510 | $6,035-58.4% | $5,298-52.6% | $4,779-47.5% |
| Participant deferral / active EE | $2,286 | $5,806-60.6% | $5,081-55.0% | $5,609-59.2% |
| Admin fee / account holder | $29,234 | $16,143+81.1% | $13,411+118.0% | $10,827+170.0% |