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 | $205,127 | $209,411-2.0% | $178,490+14.9% | $158,922+29.1% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 27.45% | 188.75%-161.3pp | 151.07%-123.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $8,136 | $5,706+42.6% | $5,011+62.4% | $4,761+70.9% |
| Participant deferral / active EE | $7,598 | $5,954+27.6% | $5,202+46.1% | $5,982+27.0% |
| Admin fee / account holder | $6,400 | $17,074-62.5% | $13,984-54.2% | $11,246-43.1% |