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 | $174,473 | $156,846+11.2% | $121,098+44.1% | $139,434+25.1% |
| Participation rate | 46.7% | 76.4%-29.7pp | 69.5%-22.8pp | 80.3%-33.7pp |
| Annual return | 22.85% | 1474.56%-1451.7pp | 985.75%-962.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,620 | $4,844-4.6% | $4,080+13.2% | $6,710-31.2% |
| Admin fee / account holder | $3,570 | $6,946-48.6% | $5,644-36.7% | $11,403-68.7% |