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 9-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 | $196,560 | $89,739+119.0% | $149,718+31.3% | $62,292+215.5% |
| Participation rate | 65.4% | 85.1%-19.7pp | 87.1%-21.7pp | 69.5%-4.1pp |
| Annual return | 16.53% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,168 | $4,797+49.4% | $6,569+9.1% | $3,169+126.2% |
| Admin fee / account holder | $6,828 | $551+1138.7% | $11,283-39.5% | $479+1324.5% |