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 | $180,667 | $157,256+14.9% | $141,162+28.0% | $152,861+18.2% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.4%-28.6pp |
| Annual return | 1768.28% | 64.32%+1704.0pp | 71.39%+1696.9pp | 345.32%+1423.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,249 | $7,109-26.2% | $6,709-21.8% | $5,850-10.3% |
| Admin fee / account holder | $1,171 | $12,120-90.3% | $10,261-88.6% | $11,596-89.9% |