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 | $140,385 | $70,606+98.8% | $53,898+160.5% | $142,382-1.4% |
| Participation rate | 46.2% | 63.7%-17.6pp | 55.0%-8.8pp | 80.1%-34.0pp |
| Annual return | 39.33% | 619.81%-580.5pp | 528.60%-489.3pp | 217.08%-177.7pp |
| Employer contribution / active EE | $903 | $1,202-24.9% | $932-3.1% | $4,299-79.0% |
| Participant deferral / active EE | $2,268 | $2,364-4.1% | $1,826+24.2% | $6,507-65.1% |
| Admin fee / account holder | $132,140 | $2,852+4533.8% | $2,491+5205.1% | $12,624+946.8% |