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 | $198,170 | $209,411-5.4% | $178,490+11.0% | $158,922+24.7% |
| Participation rate | 11.1% | 86.3%-75.2pp | 81.9%-70.8pp | 82.0%-70.8pp |
| Annual return | 6.91% | 188.75%-181.8pp | 151.07%-144.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,564 | $5,954-56.9% | $5,202-50.7% | $5,982-57.1% |
| Admin fee / account holder | $3,770 | $17,074-77.9% | $13,984-73.0% | $11,246-66.5% |