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 | $220,325 | $180,449+22.1% | $154,107+43.0% | $135,375+62.8% |
| Participation rate | 30.4% | 87.4%-57.0pp | 83.0%-52.6pp | 82.6%-52.2pp |
| Annual return | -3.28% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,161 | $6,035-64.2% | $5,298-59.2% | $4,779-54.8% |
| Participant deferral / active EE | $4,269 | $5,806-26.5% | $5,081-16.0% | $5,609-23.9% |
| Admin fee / account holder | $300 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |