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 | $200,680 | $138,044+45.4% | $125,339+60.1% | $134,475+49.2% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -16.19% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,435 | $5,243-72.6% | $4,814-70.2% | $4,740-69.7% |
| Participant deferral / active EE | $4,045 | $7,799-48.1% | $7,446-45.7% | $6,400-36.8% |
| Admin fee / account holder | $2,078 | $11,571-82.0% | $10,010-79.2% | $11,426-81.8% |