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 | $64,735 | $171,865-62.3% | $149,718-56.8% | $147,584-56.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 24.01% | 2113.22%-2089.2pp | 1501.63%-1477.6pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,801 | $6,275-55.4% | $5,445-48.5% | $4,876-42.6% |
| Participant deferral / active EE | $7,628 | $7,271+4.9% | $6,569+16.1% | $5,439+40.3% |
| Admin fee / account holder | $4,436 | $13,799-67.9% | $11,283-60.7% | $10,885-59.2% |