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 | $183,529 | $76,738+139.2% | $56,411+225.3% | $145,922+25.8% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 10.47% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,027 | $1,380-25.6% | $1,039-1.1% | $4,660-78.0% |
| Participant deferral / active EE | $2,932 | $2,623+11.8% | $1,952+50.2% | $6,688-56.2% |
| Admin fee / account holder | $18,139 | $3,334+444.1% | $2,829+541.2% | $13,397+35.4% |