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 | $165,815 | $202,318-18.0% | $172,739-4.0% | $152,861+8.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 15.63% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $13,069 | $5,856+123.2% | $5,143+154.1% | $4,762+174.4% |
| Participant deferral / active EE | $8,445 | $5,948+42.0% | $5,198+62.5% | $5,850+44.3% |
| Admin fee / account holder | $1,639 | $17,109-90.4% | $13,954-88.3% | $11,596-85.9% |