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 | $182,734 | $108,919+67.8% | $100,391+82.0% | $145,922+25.2% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.30% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,587 | $4,419-64.1% | $3,942-59.7% | $4,660-65.9% |
| Participant deferral / active EE | $2,262 | $8,445-73.2% | $8,082-72.0% | $6,688-66.2% |
| Admin fee / account holder | $36,573 | $9,689+277.5% | $7,899+363.0% | $13,397+173.0% |