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 9-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 | $42,553 | $150,440-71.7% | $136,294-68.8% | $147,584-71.2% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 12.96% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,410 | $5,256-54.1% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $4,766 | $6,630-28.1% | $6,247-23.7% | $5,439-12.4% |
| Admin fee / account holder | $1,050 | $10,905-90.4% | $9,243-88.6% | $10,885-90.4% |