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 | $195,829 | $202,318-3.2% | $172,739+13.4% | $152,861+28.1% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.4%-23.4pp |
| Annual return | 23.50% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,624 | $5,856-72.3% | $5,143-68.4% | $4,762-65.9% |
| Participant deferral / active EE | $4,759 | $5,948-20.0% | $5,198-8.4% | $5,850-18.7% |
| Admin fee / account holder | $571 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |