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 | $202,564 | $209,832-3.5% | $189,513+6.9% | $167,490+20.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 19.43% | 748.27%-728.8pp | 555.15%-535.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $12,500 | $6,914+80.8% | $6,162+102.9% | $4,837+158.4% |
| Participant deferral / active EE | $3,536 | $8,935-60.4% | $8,221-57.0% | $6,341-44.2% |
| Admin fee / account holder | $4,227 | $14,293-70.4% | $12,045-64.9% | $12,309-65.7% |