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 | $205,161 | $76,785+167.2% | $56,441+263.5% | $145,959+40.6% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 11.42% | 3000.51%-2989.1pp | 1704.21%-1692.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,079 | $1,381-21.9% | $1,039+3.8% | $4,661-76.9% |
| Participant deferral / active EE | $6,409 | $2,624+144.3% | $1,953+228.2% | $6,689-4.2% |
| Admin fee / account holder | $843 | $3,334-74.7% | $2,829-70.2% | $13,398-93.7% |