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 | $238,744 | $102,317+133.3% | $146,958+62.5% | $80,856+195.3% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.2%-14.2pp | 67.6%+0.3pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $6,774 | $3,713+82.4% | $4,933+37.3% | $2,755+145.9% |
| Participant deferral / active EE | $9,375 | $6,644+41.1% | $8,070+16.2% | $4,296+118.2% |
| Admin fee / account holder | $52,232 | $7,941+557.7% | $12,998+301.8% | $6,918+655.0% |