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 | $184,299 | $202,318-8.9% | $172,739+6.7% | $152,861+20.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 17.11% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,503 | $5,856-57.3% | $5,143-51.3% | $4,762-47.4% |
| Participant deferral / active EE | $5,563 | $5,948-6.5% | $5,198+7.0% | $5,850-4.9% |
| Admin fee / account holder | $1,294 | $17,109-92.4% | $13,954-90.7% | $11,596-88.8% |