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 | $177,396 | $202,318-12.3% | $172,739+2.7% | $152,861+16.1% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.4%-37.0pp |
| Annual return | 15.49% | 1029.65%-1014.2pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,978 | $5,856-66.2% | $5,143-61.5% | $4,762-58.5% |
| Participant deferral / active EE | $6,054 | $5,948+1.8% | $5,198+16.5% | $5,850+3.5% |
| Admin fee / account holder | $22,127 | $17,109+29.3% | $13,954+58.6% | $11,596+90.8% |