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 | $201,800 | $70,756+185.2% | $65,493+208.1% | $142,382+41.7% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 16.05% | 1754.89%-1738.8pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $367 | $2,881-87.3% | $2,574-85.8% | $4,299-91.5% |
| Participant deferral / active EE | $2,663 | $4,637-42.6% | $3,961-32.8% | $6,507-59.1% |
| Admin fee / account holder | $1,466 | $6,559-77.7% | $5,028-70.9% | $12,624-88.4% |