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 7-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 | $116,669 | $110,502+5.6% | $80,716+44.5% | $167,490-30.3% |
| Participation rate | 16.7% | 64.0%-47.3pp | 54.2%-37.5pp | 82.1%-65.4pp |
| Annual return | 14.61% | 120.54%-105.9pp | 87.28%-72.7pp | 478.56%-463.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,960 | $2,871-31.7% | $2,146-8.6% | $6,341-69.1% |
| Admin fee / account holder | $20,992 | $4,545+361.9% | $3,380+521.1% | $12,309+70.5% |