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 | $88,751+91.7% | $81,812+107.9% | $145,922+16.6% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.3%-30.7pp | 80.3%-38.6pp |
| Annual return | 10.34% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,313 | $3,083-57.4% | $2,912-54.9% | $4,660-71.8% |
| Participant deferral / active EE | $5,251 | $4,643+13.1% | $4,319+21.6% | $6,688-21.5% |
| Admin fee / account holder | $125,763 | $8,415+1394.4% | $7,386+1602.7% | $13,397+838.7% |