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 | $144,777 | $102,317+41.5% | $146,958-1.5% | $80,856+79.1% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.2%-14.7pp | 67.6%-0.1pp |
| Annual return | 16.69% | 134.76%-118.1pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,527 | $6,644+43.4% | $8,070+18.1% | $4,296+121.8% |
| Admin fee / account holder | $5,351 | $7,941-32.6% | $12,998-58.8% | $6,918-22.7% |