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 9-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 | $182,227 | $180,749+0.8% | $160,784+13.3% | $137,256+32.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 15.96% | 2234.46%-2218.5pp | 1803.92%-1788.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,616 | $4,155+35.2% | $3,733+50.5% | $4,156+35.1% |
| Participant deferral / active EE | $13,786 | $6,844+101.4% | $6,293+119.1% | $6,407+115.2% |
| Admin fee / account holder | $4,005 | $10,397-61.5% | $9,717-58.8% | $12,270-67.4% |