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 | $148,495 | $202,318-26.6% | $172,739-14.0% | $152,861-2.9% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.4%-29.1pp |
| Annual return | 21.78% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,907 | $5,856-50.4% | $5,143-43.5% | $4,762-39.0% |
| Participant deferral / active EE | $6,063 | $5,948+1.9% | $5,198+16.6% | $5,850+3.6% |
| Admin fee / account holder | $42,989 | $17,109+151.3% | $13,954+208.1% | $11,596+270.7% |