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 | $169,010 | $58,927+186.8% | $76,817+120.0% | $72,985+131.6% |
| Participation rate | 61.3% | 67.3%-6.0pp | 72.1%-10.8pp | 69.5%-8.2pp |
| Annual return | 21.05% | 2305.64%-2284.6pp | 1166.11%-1145.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,632 | $1,787+47.3% | $2,302+14.3% | $2,440+7.9% |
| Participant deferral / active EE | $3,493 | $2,690+29.8% | $3,336+4.7% | $3,607-3.2% |
| Admin fee / account holder | $20,166 | $4,013+402.6% | $6,420+214.1% | $5,124+293.5% |