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 | $242,476 | $112,096+116.3% | $95,952+152.7% | $158,922+52.6% |
| Participation rate | 68.2% | 79.0%-10.8pp | 77.1%-8.9pp | 82.0%-13.8pp |
| Annual return | 8.53% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,530 | $4,784-47.1% | $4,167-39.3% | $5,982-57.7% |
| Admin fee / account holder | $84,314 | $10,130+732.3% | $6,795+1140.8% | $11,246+649.7% |