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 | $175,062 | $92,703+88.8% | $82,719+111.6% | $134,475+30.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 33.73% | 944.92%-911.2pp | 701.18%-667.4pp | 417.96%-384.2pp |
| Employer contribution / active EE | $14,454 | $3,274+341.5% | $3,009+380.4% | $4,740+205.0% |
| Participant deferral / active EE | $8,096 | $4,802+68.6% | $4,395+84.2% | $6,400+26.5% |
| Admin fee / account holder | $502,082 | $5,983+8292.5% | $5,329+9321.9% | $11,426+4294.2% |