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 | $171,442 | $180,449-5.0% | $154,107+11.2% | $135,375+26.6% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -5.62% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,510 | $6,035+74.2% | $5,298+98.4% | $4,779+119.9% |
| Participant deferral / active EE | $6,561 | $5,806+13.0% | $5,081+29.1% | $5,609+17.0% |
| Admin fee / account holder | $879 | $16,143-94.6% | $13,411-93.4% | $10,827-91.9% |