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 | $152,387 | $58,927+158.6% | $76,817+98.4% | $72,985+108.8% |
| Participation rate | 0.0% | 67.3%-67.3pp | 72.1%-72.1pp | 69.5%-69.5pp |
| Annual return | 18.97% | 2305.64%-2286.7pp | 1166.11%-1147.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,498 | $1,787-16.2% | $2,302-34.9% | $2,440-38.6% |
| Participant deferral / active EE | $9,920 | $2,690+268.7% | $3,336+197.4% | $3,607+175.0% |
| Admin fee / account holder | $28,856 | $4,013+619.1% | $6,420+349.5% | $5,124+463.1% |