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 | $94,624 | $171,865-44.9% | $149,718-36.8% | $147,584-35.9% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 19.55% | 2113.22%-2093.7pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,050 | $6,275-35.5% | $5,445-25.6% | $4,876-16.9% |
| Participant deferral / active EE | $8,250 | $7,271+13.5% | $6,569+25.6% | $5,439+51.7% |
| Admin fee / account holder | $1,303 | $13,799-90.6% | $11,283-88.5% | $10,885-88.0% |