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 | $219,245 | $88,751+147.0% | $81,812+168.0% | $145,922+50.2% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.3%-19.7pp | 80.3%-27.6pp |
| Annual return | 12.36% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,278 | $3,083-58.6% | $2,912-56.1% | $4,660-72.6% |
| Participant deferral / active EE | $2,277 | $4,643-51.0% | $4,319-47.3% | $6,688-66.0% |
| Admin fee / account holder | $64,455 | $8,415+665.9% | $7,386+772.7% | $13,397+381.1% |