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 | $171,312 | $57,281+199.1% | $86,612+97.8% | $75,163+127.9% |
| Participation rate | 32.9% | 63.2%-30.3pp | 71.7%-38.8pp | 67.2%-34.3pp |
| Annual return | 15.65% | 2670.75%-2655.1pp | 591.07%-575.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,796 | $3,318-15.7% | $4,438-37.0% | $4,125-32.2% |
| Admin fee / account holder | $12,992 | $4,112+216.0% | $5,614+131.4% | $5,651+129.9% |