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 | $144,688 | $148,534-2.6% | $135,903+6.5% | $139,434+3.8% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 44.48% | 79.19%-34.7pp | 68.23%-23.8pp | 372.94%-328.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,313 | $8,100+52.0% | $7,758+58.7% | $6,710+83.5% |
| Admin fee / account holder | $26,147 | $12,400+110.9% | $10,762+143.0% | $11,403+129.3% |