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 | $174,379 | $150,440+15.9% | $136,294+27.9% | $147,584+18.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.84% | 1049.08%-1027.2pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $5,615 | $5,256+6.8% | $4,695+19.6% | $4,876+15.1% |
| Participant deferral / active EE | $11,813 | $6,630+78.2% | $6,247+89.1% | $5,439+117.2% |
| Admin fee / account holder | $138,061 | $10,905+1166.0% | $9,243+1393.6% | $10,885+1168.3% |