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 | $191,410 | $190,805+0.3% | $159,960+19.7% | $134,475+42.3% |
| Participation rate | 54.5% | 81.9%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -14.92% | 552.23%-567.2pp | 408.60%-423.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,185 | $4,995-16.2% | $4,226-1.0% | $4,740-11.7% |
| Participant deferral / active EE | $9,091 | $6,923+31.3% | $6,182+47.0% | $6,400+42.0% |
| Admin fee / account holder | $8,613 | $10,471-17.7% | $8,698-1.0% | $11,426-24.6% |