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 | $233,259 | $202,318+15.3% | $172,739+35.0% | $152,861+52.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 18.70% | 1029.65%-1011.0pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,908 | $5,856-67.4% | $5,143-62.9% | $4,762-59.9% |
| Participant deferral / active EE | $4,140 | $5,948-30.4% | $5,198-20.4% | $5,850-29.2% |
| Admin fee / account holder | $2,200 | $17,109-87.1% | $13,954-84.2% | $11,596-81.0% |