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 | $137,317 | $150,440-8.7% | $136,294+0.8% | $147,584-7.0% |
| Participation rate | 60.9% | 84.4%-23.6pp | 81.9%-21.1pp | 82.8%-22.0pp |
| Annual return | 17.63% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,766 | $6,630+32.2% | $6,247+40.3% | $5,439+61.2% |
| Admin fee / account holder | $2,541 | $10,905-76.7% | $9,243-72.5% | $10,885-76.7% |