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 | $194,400 | $150,440+29.2% | $136,294+42.6% | $147,584+31.7% |
| Participation rate | 31.3% | 84.4%-53.2pp | 81.9%-50.7pp | 82.8%-51.6pp |
| Annual return | 14.73% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,814 | $6,630-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $18,461 | $10,905+69.3% | $9,243+99.7% | $10,885+69.6% |