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 | $167,828 | $150,440+11.6% | $136,294+23.1% | $147,584+13.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.96% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,012 | $5,256-61.7% | $4,695-57.1% | $4,876-58.7% |
| Participant deferral / active EE | $5,110 | $6,630-22.9% | $6,247-18.2% | $5,439-6.0% |
| Admin fee / account holder | $38,751 | $10,905+255.3% | $9,243+319.2% | $10,885+256.0% |