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 | $225,352 | $114,047+97.6% | $96,139+134.4% | $167,490+34.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 17.31% | 189.88%-172.6pp | 191.94%-174.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,349 | $3,427-2.3% | $2,797+19.7% | $4,837-30.8% |
| Participant deferral / active EE | $6,404 | $5,194+23.3% | $4,349+47.2% | $6,341+1.0% |
| Admin fee / account holder | $24,771 | $6,897+259.2% | $5,537+347.4% | $12,309+101.2% |