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 | $247,977 | $150,440+64.8% | $136,294+81.9% | $147,584+68.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 13.97% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,119 | $5,256-78.7% | $4,695-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $5,139 | $6,630-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $2,382 | $10,905-78.2% | $9,243-74.2% | $10,885-78.1% |