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 | $133,541 | $74,888+78.3% | $71,209+87.5% | $142,382-6.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 14.33% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $13,607 | $2,854+376.7% | $2,721+400.1% | $4,299+216.5% |
| Participant deferral / active EE | $13,559 | $4,454+204.4% | $4,175+224.8% | $6,507+108.4% |
| Admin fee / account holder | $24,980 | $5,568+348.6% | $5,349+367.0% | $12,624+97.9% |