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 | $230,302 | $171,865+34.0% | $149,718+53.8% | $147,584+56.0% |
| Participation rate | 68.2% | 88.2%-20.0pp | 87.1%-18.9pp | 82.8%-14.6pp |
| Annual return | 16.33% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,136 | $6,275-66.0% | $5,445-60.8% | $4,876-56.2% |
| Participant deferral / active EE | $2,599 | $7,271-64.3% | $6,569-60.4% | $5,439-52.2% |
| Admin fee / account holder | $14,375 | $13,799+4.2% | $11,283+27.4% | $10,885+32.1% |