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 | $187,972 | $210,648-10.8% | $177,989+5.6% | $145,922+28.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.98% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,750 | $4,565-39.8% | $3,949-30.4% | $4,660-41.0% |
| Participant deferral / active EE | $7,530 | $6,958+8.2% | $6,276+20.0% | $6,688+12.6% |
| Admin fee / account holder | $51,659 | $12,013+330.0% | $10,363+398.5% | $13,397+285.6% |