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 | $188,220 | $102,604+83.4% | $86,188+118.4% | $139,434+35.0% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 15.02% | 1922.51%-1907.5pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,323 | $3,032-23.4% | $2,380-2.4% | $4,751-51.1% |
| Participant deferral / active EE | $4,791 | $4,676+2.5% | $3,985+20.2% | $6,710-28.6% |
| Admin fee / account holder | $25,518 | $8,657+194.8% | $6,852+272.4% | $11,403+123.8% |