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 | $172,627 | $202,318-14.7% | $172,739-0.1% | $152,861+12.9% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 14.06% | 1029.65%-1015.6pp | 802.84%-788.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,331 | $5,856-77.3% | $5,143-74.1% | $4,762-72.1% |
| Participant deferral / active EE | $5,941 | $5,948-0.1% | $5,198+14.3% | $5,850+1.6% |
| Admin fee / account holder | $1,453 | $17,109-91.5% | $13,954-89.6% | $11,596-87.5% |