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 | $215,998 | $102,317+111.1% | $146,958+47.0% | $80,856+167.1% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.2%-22.7pp | 67.6%-8.2pp |
| Annual return | 26.41% | 134.76%-108.3pp | 418.34%-391.9pp | 35.59%-9.2pp |
| Employer contribution / active EE | $2,858 | $3,713-23.0% | $4,933-42.1% | $2,755+3.7% |
| Participant deferral / active EE | $9,183 | $6,644+38.2% | $8,070+13.8% | $4,296+113.8% |
| Admin fee / account holder | $29,193 | $7,941+267.6% | $12,998+124.6% | $6,918+322.0% |