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 | $170,105 | $88,710+91.8% | $81,783+108.0% | $145,959+16.5% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 10.34% | 1027.26%-1016.9pp | 775.05%-764.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,313 | $3,083-57.4% | $2,913-54.9% | $4,661-71.8% |
| Participant deferral / active EE | $5,251 | $4,645+13.1% | $4,320+21.6% | $6,689-21.5% |
| Admin fee / account holder | $125,763 | $8,407+1395.9% | $7,380+1604.1% | $13,398+838.7% |