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 | $190,216 | $144,119+32.0% | $117,854+61.4% | $147,584+28.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 15.99% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,126 | $5,316-22.4% | $4,482-7.9% | $5,439-24.1% |
| Admin fee / account holder | $7,150 | $10,886-34.3% | $8,020-10.8% | $10,885-34.3% |