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 | $115,718 | $109,817+5.4% | $98,442+17.5% | $167,490-30.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.37% | 1956.69%-1941.3pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $9,108 | $3,224+182.5% | $2,960+207.7% | $4,837+88.3% |
| Participant deferral / active EE | $8,761 | $4,673+87.5% | $4,276+104.9% | $6,341+38.2% |
| Admin fee / account holder | $12,761 | $6,753+89.0% | $5,949+114.5% | $12,309+3.7% |