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 | $204,138 | $81,625+150.1% | $167,512+21.9% | $74,304+174.7% |
| Participation rate | 56.0% | 60.0%-4.0pp | 77.1%-21.0pp | 60.3%-4.3pp |
| Annual return | 16.63% | 26.09%-9.5pp | 1615.79%-1599.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $3,863 | $2,010+92.2% | $3,882-0.5% | $2,241+72.4% |
| Participant deferral / active EE | $9,116 | $4,115+121.5% | $6,405+42.3% | $3,767+142.0% |
| Admin fee / account holder | $25,882 | $3,474+644.9% | $9,769+164.9% | $2,969+771.8% |