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 | $179,018 | $177,572+0.8% | $154,803+15.6% | $142,382+25.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $19,551 | $4,810+306.4% | $4,305+354.1% | $4,299+354.8% |
| Participant deferral / active EE | $15,056 | $6,272+140.1% | $5,540+171.8% | $6,507+131.4% |
| Admin fee / account holder | $46,470 | $16,786+176.8% | $14,329+224.3% | $12,624+268.1% |