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 | $148,801 | $76,785+93.8% | $56,441+163.6% | $145,959+1.9% |
| Participation rate | 61.9% | 63.2%-1.3pp | 52.5%+9.4pp | 80.3%-18.4pp |
| Annual return | 10.48% | 3000.51%-2990.0pp | 1704.21%-1693.7pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,143 | $1,381-17.2% | $1,039+10.0% | $4,661-75.5% |
| Participant deferral / active EE | $6,841 | $2,624+160.8% | $1,953+250.3% | $6,689+2.3% |
| Admin fee / account holder | $23,328 | $3,334+599.7% | $2,829+724.5% | $13,398+74.1% |