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 | $92,619 | $171,865-46.1% | $149,718-38.1% | $147,584-37.2% |
| Participation rate | 34.8% | 88.2%-53.4pp | 87.1%-52.3pp | 82.8%-48.0pp |
| Annual return | 13.33% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,803 | $7,271-47.7% | $6,569-42.1% | $5,439-30.1% |
| Admin fee / account holder | $35,850 | $13,799+159.8% | $11,283+217.7% | $10,885+229.3% |