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 | $207,180 | $81,625+153.8% | $58,482+254.3% | $139,434+48.6% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 11.27% | 7404.20%-7392.9pp | 4239.32%-4228.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,352 | $1,398+68.2% | $1,053+123.3% | $4,751-50.5% |
| Participant deferral / active EE | $9,950 | $2,557+289.2% | $1,924+417.2% | $6,710+48.3% |
| Admin fee / account holder | $15,077 | $3,265+361.7% | $2,516+499.2% | $11,403+32.2% |