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 | $151,253 | $102,317+47.8% | $146,958+2.9% | $80,856+87.1% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.2%-35.7pp | 67.6%-21.2pp |
| Annual return | 12.78% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,518 | $6,644+28.2% | $8,070+5.6% | $4,296+98.3% |
| Admin fee / account holder | $76,100 | $7,941+858.3% | $12,998+485.5% | $6,918+1000.0% |