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 | $245,582 | $202,318+21.4% | $172,739+42.2% | $152,861+60.7% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 15.15% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,543 | $5,856-56.6% | $5,143-50.6% | $4,762-46.6% |
| Participant deferral / active EE | $6,027 | $5,948+1.3% | $5,198+16.0% | $5,850+3.0% |
| Admin fee / account holder | $11,268 | $17,109-34.1% | $13,954-19.3% | $11,596-2.8% |