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 | $232,301 | $884,045-73.7% | $453,369-48.8% | $167,490+38.7% |
| Participation rate | 58.3% | 81.6%-23.2pp | 78.0%-19.7pp | 82.1%-23.8pp |
| Annual return | 39.46% | 29.49%+10.0pp | 64.40%-24.9pp | 478.56%-439.1pp |
| Employer contribution / active EE | $21,960 | $5,538+296.5% | $4,070+439.6% | $4,837+354.0% |
| Participant deferral / active EE | $32,325 | $7,898+309.3% | $6,209+420.6% | $6,341+409.8% |
| Admin fee / account holder | $13,827 | $22,063-37.3% | $11,209+23.4% | $12,309+12.3% |