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 | $208,838 | $202,318+3.2% | $172,739+20.9% | $152,861+36.6% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.4%-19.3pp |
| Annual return | 13.75% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $11,318 | $5,856+93.3% | $5,143+120.1% | $4,762+137.7% |
| Participant deferral / active EE | $6,164 | $5,948+3.6% | $5,198+18.6% | $5,850+5.4% |
| Admin fee / account holder | $12,375 | $17,109-27.7% | $13,954-11.3% | $11,596+6.7% |