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 | $199,839 | $144,119+38.7% | $117,854+69.6% | $147,584+35.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.15% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,016 | $4,896-79.3% | $3,786-73.2% | $4,876-79.2% |
| Participant deferral / active EE | $4,000 | $5,316-24.8% | $4,482-10.7% | $5,439-26.5% |
| Admin fee / account holder | $2,228 | $10,886-79.5% | $8,020-72.2% | $10,885-79.5% |