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 | $179,201 | $102,604+74.7% | $86,188+107.9% | $139,434+28.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 24.53% | 1922.51%-1898.0pp | 1168.45%-1143.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,611 | $3,032+52.1% | $2,380+93.7% | $4,751-2.9% |
| Participant deferral / active EE | $10,082 | $4,676+115.6% | $3,985+153.0% | $6,710+50.3% |
| Admin fee / account holder | $24,275 | $8,657+180.4% | $6,852+254.3% | $11,403+112.9% |