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 | $142,942 | $81,625+75.1% | $58,482+144.4% | $139,434+2.5% |
| Participation rate | 53.8% | 61.3%-7.5pp | 50.9%+3.0pp | 80.3%-26.5pp |
| Annual return | 21.16% | 7404.20%-7383.0pp | 4239.32%-4218.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,734 | $2,557+46.0% | $1,924+94.1% | $6,710-44.4% |
| Admin fee / account holder | $26,335 | $3,265+706.5% | $2,516+946.7% | $11,403+131.0% |