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 | $235,404 | $76,738+206.8% | $56,411+317.3% | $145,922+61.3% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 16.96% | 2994.23%-2977.3pp | 1701.33%-1684.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $8,863 | $1,380+542.3% | $1,039+753.3% | $4,660+90.2% |
| Participant deferral / active EE | $42,245 | $2,623+1510.8% | $1,952+2064.4% | $6,688+531.7% |
| Admin fee / account holder | $154,341 | $3,334+4529.7% | $2,829+5356.1% | $13,397+1052.1% |