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 | $151,751 | $150,440+0.9% | $136,294+11.3% | $147,584+2.8% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 17.34% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,793 | $5,256-65.9% | $4,695-61.8% | $4,876-63.2% |
| Participant deferral / active EE | $4,516 | $6,630-31.9% | $6,247-27.7% | $5,439-17.0% |
| Admin fee / account holder | $10,938 | $10,905+0.3% | $9,243+18.3% | $10,885+0.5% |