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 | $196,500 | $76,738+156.1% | $56,411+248.3% | $145,922+34.7% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 13.88% | 2994.23%-2980.3pp | 1701.33%-1687.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $730 | $1,380-47.1% | $1,039-29.7% | $4,660-84.3% |
| Participant deferral / active EE | $1,624 | $2,623-38.1% | $1,952-16.8% | $6,688-75.7% |
| Admin fee / account holder | $1,882 | $3,334-43.5% | $2,829-33.5% | $13,397-86.0% |