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 | $149,445 | $81,625+83.1% | $58,482+155.5% | $139,434+7.2% |
| Participation rate | 39.1% | 61.3%-22.2pp | 50.9%-11.7pp | 80.3%-41.2pp |
| Annual return | 10.49% | 7404.20%-7393.7pp | 4239.32%-4228.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $631 | $1,398-54.9% | $1,053-40.1% | $4,751-86.7% |
| Participant deferral / active EE | $1,350 | $2,557-47.2% | $1,924-29.8% | $6,710-79.9% |
| Admin fee / account holder | $11,013 | $3,265+237.3% | $2,516+337.7% | $11,403-3.4% |