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 | $113,005 | $144,119-21.6% | $117,854-4.1% | $147,584-23.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 23.67% | 531.15%-507.5pp | 335.08%-311.4pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,144 | $4,896-76.6% | $3,786-69.8% | $4,876-76.5% |
| Participant deferral / active EE | $6,795 | $5,316+27.8% | $4,482+51.6% | $5,439+24.9% |
| Admin fee / account holder | $8,151 | $10,886-25.1% | $8,020+1.6% | $10,885-25.1% |