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 | $45,564 | $150,440-69.7% | $136,294-66.6% | $147,584-69.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 23.15% | 1049.08%-1025.9pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,460 | $5,256-34.2% | $4,695-26.3% | $4,876-29.1% |
| Participant deferral / active EE | $3,549 | $6,630-46.5% | $6,247-43.2% | $5,439-34.7% |
| Admin fee / account holder | $2,321 | $10,905-78.7% | $9,243-74.9% | $10,885-78.7% |