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 | $208,594 | $118,919+75.4% | $88,538+135.6% | $152,861+36.5% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.4%-32.4pp |
| Annual return | 17.34% | 47.92%-30.6pp | 43.64%-26.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $5,188 | $2,669+94.4% | $2,098+147.2% | $4,762+8.9% |
| Participant deferral / active EE | $12,850 | $3,549+262.1% | $2,914+341.0% | $5,850+119.7% |
| Admin fee / account holder | $65,242 | $5,876+1010.3% | $4,310+1413.6% | $11,596+462.6% |