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 | $185,758 | $88,751+109.3% | $81,812+127.1% | $145,922+27.3% |
| Participation rate | 35.0% | 75.0%-40.0pp | 72.3%-37.3pp | 80.3%-45.3pp |
| Annual return | 15.41% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,672 | $4,643+22.2% | $4,319+31.3% | $6,688-15.2% |
| Admin fee / account holder | $24,540 | $8,415+191.6% | $7,386+232.2% | $13,397+83.2% |