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 | $226,112 | $124,185+82.1% | $108,410+108.6% | $167,490+35.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 20.10% | 1379.64%-1359.5pp | 905.27%-885.2pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,598 | $4,187-61.8% | $3,558-55.1% | $4,837-67.0% |
| Participant deferral / active EE | $7,175 | $6,908+3.9% | $6,563+9.3% | $6,341+13.1% |
| Admin fee / account holder | $4,325 | $9,455-54.3% | $7,295-40.7% | $12,309-64.9% |