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 8-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 | $172,309 | $169,032+1.9% | $129,207+33.4% | $145,922+18.1% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 10.22% | 14330.11%-14319.9pp | 9417.33%-9407.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $340 | $5,537-93.9% | $4,153-91.8% | $4,660-92.7% |
| Participant deferral / active EE | $623 | $4,987-87.5% | $4,168-85.0% | $6,688-90.7% |
| Admin fee / account holder | $67,740 | $9,954+580.5% | $7,715+778.1% | $13,397+405.6% |