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 | $204,989 | $209,411-2.1% | $178,490+14.8% | $158,922+29.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.97% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,460 | $5,706-39.4% | $5,011-30.9% | $4,761-27.3% |
| Participant deferral / active EE | $6,729 | $5,954+13.0% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $60,407 | $17,074+253.8% | $13,984+332.0% | $11,246+437.2% |