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 | $143,901 | $104,486+37.7% | $76,817+87.3% | $152,861-5.9% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.4%-22.4pp |
| Annual return | 17.12% | 1013.37%-996.3pp | 1166.11%-1149.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,243 | $4,236-47.0% | $3,336-32.8% | $5,850-61.7% |
| Admin fee / account holder | $17,500 | $12,275+42.6% | $6,420+172.6% | $11,596+50.9% |