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 | $218,446 | $144,119+51.6% | $117,854+85.4% | $147,584+48.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 21.42% | 531.15%-509.7pp | 335.08%-313.7pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,664 | $4,896-66.0% | $3,786-56.1% | $4,876-65.9% |
| Participant deferral / active EE | $12,000 | $5,316+125.7% | $4,482+167.8% | $5,439+120.6% |
| Admin fee / account holder | $11,330 | $10,886+4.1% | $8,020+41.3% | $10,885+4.1% |