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 | $214,281 | $107,334+99.6% | $92,893+130.7% | $152,861+40.2% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 12.49% | 145.58%-133.1pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,950 | $4,221-53.8% | $3,653-46.6% | $4,762-59.1% |
| Participant deferral / active EE | $3,004 | $4,845-38.0% | $4,236-29.1% | $5,850-48.6% |
| Admin fee / account holder | $105,566 | $7,079+1391.2% | $5,794+1722.0% | $11,596+810.3% |