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 | $179,161 | $160,055+11.9% | $140,016+28.0% | $135,375+32.3% |
| Participation rate | 68.2% | 88.5%-20.3pp | 87.5%-19.3pp | 82.6%-14.5pp |
| Annual return | -4.97% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,751 | $7,642+14.5% | $6,927+26.3% | $5,609+56.0% |
| Admin fee / account holder | $2,294 | $13,328-82.8% | $10,705-78.6% | $10,827-78.8% |