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 | $175,816 | $99,020+77.6% | $86,590+103.0% | $147,584+19.1% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 14.78% | 1312.34%-1297.6pp | 964.84%-950.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $5,878 | $3,132+87.7% | $2,839+107.0% | $4,876+20.6% |
| Participant deferral / active EE | $2,527 | $3,972-36.4% | $3,609-30.0% | $5,439-53.5% |
| Admin fee / account holder | $48,491 | $5,710+749.2% | $4,906+888.5% | $10,885+345.5% |