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 | $139,194 | $72,400+92.3% | $67,502+106.2% | $145,922-4.6% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 10.28% | 7182.46%-7172.2pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $986 | $3,069-67.9% | $2,731-63.9% | $4,660-78.8% |
| Participant deferral / active EE | $2,623 | $4,783-45.2% | $4,000-34.4% | $6,688-60.8% |
| Admin fee / account holder | $149,065 | $5,539+2591.3% | $3,998+3628.9% | $13,397+1012.7% |