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 | $177,334 | $90,348+96.3% | $75,972+133.4% | $145,922+21.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.44% | 620.88%-611.4pp | 359.55%-350.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,774 | $3,311-46.4% | $2,685-33.9% | $4,660-61.9% |
| Participant deferral / active EE | $8,487 | $5,162+64.4% | $4,255+99.4% | $6,688+26.9% |
| Admin fee / account holder | $2,513 | $8,467-70.3% | $6,467-61.1% | $13,397-81.2% |