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 | $130,486 | $109,817+18.8% | $98,442+32.6% | $167,490-22.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 12.44% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $9,836 | $3,224+205.1% | $2,960+232.3% | $4,837+103.3% |
| Participant deferral / active EE | $8,827 | $4,673+88.9% | $4,276+106.4% | $6,341+39.2% |
| Admin fee / account holder | $6,179 | $6,753-8.5% | $5,949+3.9% | $12,309-49.8% |