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 | $219,696 | $202,318+8.6% | $172,739+27.2% | $152,861+43.7% |
| Participation rate | 61.9% | 87.1%-25.2pp | 82.6%-20.7pp | 82.4%-20.5pp |
| Annual return | 18.20% | 1029.65%-1011.5pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,331 | $5,856-60.2% | $5,143-54.7% | $4,762-51.1% |
| Participant deferral / active EE | $5,879 | $5,948-1.2% | $5,198+13.1% | $5,850+0.5% |
| Admin fee / account holder | $7,311 | $17,109-57.3% | $13,954-47.6% | $11,596-37.0% |