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 | $207,062 | $185,200+11.8% | $142,863+44.9% | $167,490+23.6% |
| Participation rate | 36.8% | 78.4%-41.6pp | 71.9%-35.1pp | 82.1%-45.3pp |
| Annual return | 12.10% | 8555.70%-8543.6pp | 5637.54%-5625.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $958 | $5,604-82.9% | $4,144-76.9% | $4,837-80.2% |
| Participant deferral / active EE | $4,524 | $4,494+0.7% | $3,837+17.9% | $6,341-28.7% |
| Admin fee / account holder | $1,440 | $8,031-82.1% | $6,560-78.1% | $12,309-88.3% |