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 | $210,909 | $96,305+119.0% | $80,569+161.8% | $139,434+51.3% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.8pp | 80.3%-34.2pp |
| Annual return | 12.47% | 1350.08%-1337.6pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,391 | $3,262+65.3% | $2,723+97.9% | $4,751+13.5% |
| Participant deferral / active EE | $6,741 | $5,232+28.8% | $4,447+51.6% | $6,710+0.5% |
| Admin fee / account holder | $16,478 | $6,599+149.7% | $5,377+206.4% | $11,403+44.5% |