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 | $202,666 | $115,770+75.1% | $101,248+100.2% | $158,922+27.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 10.37% | 56.14%-45.8pp | 46.47%-36.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,607 | $4,175-61.5% | $3,660-56.1% | $4,761-66.3% |
| Participant deferral / active EE | $5,566 | $4,957+12.3% | $4,370+27.4% | $5,982-6.9% |
| Admin fee / account holder | $69,656 | $7,245+861.4% | $5,945+1071.6% | $11,246+519.4% |