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 | $115,306 | $150,440-23.4% | $136,294-15.4% | $147,584-21.9% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 17.54% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $5,081 | $5,256-3.3% | $4,695+8.2% | $4,876+4.2% |
| Participant deferral / active EE | $11,221 | $6,630+69.2% | $6,247+79.6% | $5,439+106.3% |
| Admin fee / account holder | $2,178 | $10,905-80.0% | $9,243-76.4% | $10,885-80.0% |