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 | $217,532 | $202,318+7.5% | $172,739+25.9% | $152,861+42.3% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.4%-29.1pp |
| Annual return | 26.00% | 1029.65%-1003.7pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,613 | $5,856-72.5% | $5,143-68.6% | $4,762-66.1% |
| Participant deferral / active EE | $2,463 | $5,948-58.6% | $5,198-52.6% | $5,850-57.9% |
| Admin fee / account holder | $31,681 | $17,109+85.2% | $13,954+127.0% | $11,596+173.2% |