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 | $222,286 | $202,318+9.9% | $172,739+28.7% | $152,861+45.4% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 28.38% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-316.9pp |
| Employer contribution / active EE | $10,432 | $5,856+78.1% | $5,143+102.9% | $4,762+119.1% |
| Participant deferral / active EE | $17,439 | $5,948+193.2% | $5,198+235.5% | $5,850+198.1% |
| Admin fee / account holder | $16,634 | $17,109-2.8% | $13,954+19.2% | $11,596+43.4% |