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 | $199,353 | $112,096+77.8% | $95,952+107.8% | $158,922+25.4% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 9.46% | 171.09%-161.6pp | 91.61%-82.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,202 | $3,198-31.1% | $2,541-13.3% | $4,761-53.7% |
| Participant deferral / active EE | $3,394 | $4,784-29.1% | $4,167-18.6% | $5,982-43.3% |
| Admin fee / account holder | $40,855 | $10,130+303.3% | $6,795+501.2% | $11,246+263.3% |