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 | $226,165 | $72,400+212.4% | $67,502+235.0% | $145,922+55.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.31% | 7182.46%-7166.2pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $11,176 | $3,069+264.1% | $2,731+309.2% | $4,660+139.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $14,262 | $5,539+157.5% | $3,998+256.8% | $13,397+6.5% |