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 | $186,701 | $202,318-7.7% | $172,739+8.1% | $152,861+22.1% |
| Participation rate | 60.9% | 87.1%-26.2pp | 82.6%-21.8pp | 82.4%-21.6pp |
| Annual return | 26.84% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,472 | $5,856-57.8% | $5,143-51.9% | $4,762-48.1% |
| Participant deferral / active EE | $4,961 | $5,948-16.6% | $5,198-4.6% | $5,850-15.2% |
| Admin fee / account holder | $562 | $17,109-96.7% | $13,954-96.0% | $11,596-95.2% |