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 | $211,820 | $114,047+85.7% | $96,139+120.3% | $167,490+26.5% |
| Participation rate | 52.6% | 75.1%-22.4pp | 68.4%-15.8pp | 82.1%-29.5pp |
| Annual return | 10.35% | 189.88%-179.5pp | 191.94%-181.6pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,256 | $3,427-34.2% | $2,797-19.3% | $4,837-53.4% |
| Participant deferral / active EE | $5,669 | $5,194+9.2% | $4,349+30.4% | $6,341-10.6% |
| Admin fee / account holder | $33,817 | $6,897+390.3% | $5,537+510.8% | $12,309+174.7% |