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 | $237,167 | $109,982+115.6% | $97,226+143.9% | $145,922+62.5% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 12.87% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,681 | $3,084+51.8% | $2,729+71.5% | $4,660+0.5% |
| Participant deferral / active EE | $12,674 | $4,676+171.1% | $4,264+197.3% | $6,688+89.5% |
| Admin fee / account holder | $90,890 | $6,221+1361.1% | $5,654+1507.7% | $13,397+578.4% |