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 | $182,412 | $88,751+105.5% | $81,812+123.0% | $145,922+25.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.3%-8.1pp | 80.3%-16.0pp |
| Annual return | 26.41% | 1025.40%-999.0pp | 773.79%-747.4pp | 561.29%-534.9pp |
| Employer contribution / active EE | $1,718 | $3,083-44.3% | $2,912-41.0% | $4,660-63.1% |
| Participant deferral / active EE | $4,797 | $4,643+3.3% | $4,319+11.1% | $6,688-28.3% |
| Admin fee / account holder | $700 | $8,415-91.7% | $7,386-90.5% | $13,397-94.8% |