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 | $232,341 | $111,724+108.0% | $93,606+148.2% | $145,922+59.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 10.16% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,620 | $3,090-47.6% | $2,420-33.1% | $4,660-65.2% |
| Participant deferral / active EE | $7,424 | $4,912+51.1% | $4,411+68.3% | $6,688+11.0% |
| Admin fee / account holder | $75,712 | $10,250+638.7% | $8,285+813.8% | $13,397+465.1% |