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 | $210,590 | $124,881+68.6% | $209,409+0.6% | $116,875+80.2% |
| Participation rate | 42.9% | 75.8%-32.9pp | 80.4%-37.5pp | 74.5%-31.7pp |
| Annual return | 16.87% | 14.56%+2.3pp | 159.49%-142.6pp | 16.29%+0.6pp |
| Employer contribution / active EE | $7,143 | $2,588+176.1% | $5,035+41.9% | $3,288+117.3% |
| Participant deferral / active EE | $0 | $3,793-100.0% | $4,230-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,960 | $12,933-84.8% | $16,474-88.1% | $12,263-84.0% |