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 | $175,743 | $90,348+94.5% | $75,972+131.3% | $145,922+20.4% |
| Participation rate | 61.5% | 74.5%-12.9pp | 69.1%-7.5pp | 80.3%-18.7pp |
| Annual return | 9.63% | 620.88%-611.2pp | 359.55%-349.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,239 | $3,311-32.4% | $2,685-16.6% | $4,660-52.0% |
| Participant deferral / active EE | $7,026 | $5,162+36.1% | $4,255+65.1% | $6,688+5.1% |
| Admin fee / account holder | $25,269 | $8,467+198.4% | $6,467+290.8% | $13,397+88.6% |