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 | $130,767 | $124,185+5.3% | $108,410+20.6% | $167,490-21.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 12.82% | 1379.64%-1366.8pp | 905.27%-892.5pp | 478.56%-465.7pp |
| Employer contribution / active EE | $4,578 | $4,187+9.4% | $3,558+28.7% | $4,837-5.4% |
| Participant deferral / active EE | $5,675 | $6,908-17.9% | $6,563-13.5% | $6,341-10.5% |
| Admin fee / account holder | $10,504 | $9,455+11.1% | $7,295+44.0% | $12,309-14.7% |