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 | $145,582 | $74,888+94.4% | $71,209+104.4% | $142,382+2.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.58% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,381 | $2,854+53.5% | $2,721+61.0% | $4,299+1.9% |
| Participant deferral / active EE | $5,734 | $4,454+28.7% | $4,175+37.3% | $6,507-11.9% |
| Admin fee / account holder | $55,231 | $5,568+891.9% | $5,349+932.6% | $12,624+337.5% |