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 | $126,720 | $73,515+72.4% | $62,995+101.2% | $147,584-14.1% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 20.68% | 175.43%-154.8pp | 87.57%-66.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,994 | $3,320-9.8% | $2,759+8.5% | $4,876-38.6% |
| Participant deferral / active EE | $2,711 | $4,185-35.2% | $3,329-18.6% | $5,439-50.2% |
| Admin fee / account holder | $14,898 | $5,953+150.2% | $3,600+313.8% | $10,885+36.9% |