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 | $212,023 | $180,749+17.3% | $160,784+31.9% | $137,256+54.5% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 14.59% | 2234.46%-2219.9pp | 1803.92%-1789.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,179 | $4,155-47.6% | $3,733-41.6% | $4,156-47.6% |
| Participant deferral / active EE | $7,027 | $6,844+2.7% | $6,293+11.7% | $6,407+9.7% |
| Admin fee / account holder | $37,043 | $10,397+256.3% | $9,717+281.2% | $12,270+201.9% |