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 | $228,271 | $150,440+51.7% | $136,294+67.5% | $147,584+54.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 20.52% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,506 | $5,256-52.3% | $4,695-46.6% | $4,876-48.6% |
| Participant deferral / active EE | $7,044 | $6,630+6.2% | $6,247+12.8% | $5,439+29.5% |
| Admin fee / account holder | $6,477 | $10,905-40.6% | $9,243-29.9% | $10,885-40.5% |