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 | $189,949 | $150,440+26.3% | $136,294+39.4% | $147,584+28.7% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 22.21% | 1049.08%-1026.9pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,135 | $5,256-40.3% | $4,695-33.2% | $4,876-35.7% |
| Participant deferral / active EE | $9,026 | $6,630+36.1% | $6,247+44.5% | $5,439+66.0% |
| Admin fee / account holder | $31,839 | $10,905+192.0% | $9,243+244.4% | $10,885+192.5% |