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 | $154,478 | $88,751+74.1% | $81,812+88.8% | $145,922+5.9% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 52.23% | 1025.40%-973.2pp | 773.79%-721.6pp | 561.29%-509.1pp |
| Employer contribution / active EE | $1,864 | $3,083-39.5% | $2,912-36.0% | $4,660-60.0% |
| Participant deferral / active EE | $2,653 | $4,643-42.9% | $4,319-38.6% | $6,688-60.3% |
| Admin fee / account holder | $64,986 | $8,415+672.2% | $7,386+779.9% | $13,397+385.1% |