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 | $188,204 | $150,440+25.1% | $136,294+38.1% | $147,584+27.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.31% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,125 | $5,256-59.6% | $4,695-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $3,249 | $6,630-51.0% | $6,247-48.0% | $5,439-40.3% |
| Admin fee / account holder | $73,760 | $10,905+576.4% | $9,243+698.0% | $10,885+577.6% |