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 | $151,017 | $109,817+37.5% | $98,442+53.4% | $167,490-9.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 31.89% | 1956.69%-1924.8pp | 1492.73%-1460.8pp | 478.56%-446.7pp |
| Employer contribution / active EE | $3,856 | $3,224+19.6% | $2,960+30.3% | $4,837-20.3% |
| Participant deferral / active EE | $8,041 | $4,673+72.1% | $4,276+88.0% | $6,341+26.8% |
| Admin fee / account holder | $53,038 | $6,753+685.4% | $5,949+791.5% | $12,309+330.9% |