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 | $245,252 | $88,751+176.3% | $81,812+199.8% | $145,922+68.1% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.3%-9.2pp | 80.3%-17.1pp |
| Annual return | 15.87% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,189 | $3,083+3.4% | $2,912+9.5% | $4,660-31.6% |
| Participant deferral / active EE | $7,797 | $4,643+67.9% | $4,319+80.6% | $6,688+16.6% |
| Admin fee / account holder | $103,199 | $8,415+1126.3% | $7,386+1297.2% | $13,397+670.3% |