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 | $212,274 | $100,852+110.5% | $90,404+134.8% | $158,922+33.6% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.3pp | 82.0%-28.6pp |
| Annual return | 13.01% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,215 | $3,689-67.1% | $3,262-62.8% | $4,761-74.5% |
| Participant deferral / active EE | $3,899 | $4,348-10.3% | $3,963-1.6% | $5,982-34.8% |
| Admin fee / account holder | $19,537 | $6,501+200.5% | $5,611+248.2% | $11,246+73.7% |