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 | $165,845 | $180,449-8.1% | $154,107+7.6% | $135,375+22.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 6.25% | 888.09%-881.8pp | 735.12%-728.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $7,878 | $6,035+30.5% | $5,298+48.7% | $4,779+64.9% |
| Participant deferral / active EE | $8,653 | $5,806+49.0% | $5,081+70.3% | $5,609+54.3% |
| Admin fee / account holder | $13,140 | $16,143-18.6% | $13,411-2.0% | $10,827+21.4% |