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 | $214,229 | $202,318+5.9% | $172,739+24.0% | $152,861+40.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 21.10% | 1029.65%-1008.6pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,290 | $5,856-78.0% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $5,720 | $5,948-3.8% | $5,198+10.1% | $5,850-2.2% |
| Admin fee / account holder | $4,154 | $17,109-75.7% | $13,954-70.2% | $11,596-64.2% |