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 | $177,106 | $180,449-1.9% | $154,107+14.9% | $135,375+30.8% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | -4.76% | 888.09%-892.8pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,650 | $6,035-72.7% | $5,298-68.8% | $4,779-65.5% |
| Participant deferral / active EE | $3,338 | $5,806-42.5% | $5,081-34.3% | $5,609-40.5% |
| Admin fee / account holder | $16,777 | $16,143+3.9% | $13,411+25.1% | $10,827+55.0% |