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 | $162,027 | $171,865-5.7% | $149,718+8.2% | $147,584+9.8% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 20.86% | 2113.22%-2092.4pp | 1501.63%-1480.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,729 | $6,275-56.5% | $5,445-49.9% | $4,876-44.0% |
| Participant deferral / active EE | $4,732 | $7,271-34.9% | $6,569-28.0% | $5,439-13.0% |
| Admin fee / account holder | $2,897 | $13,799-79.0% | $11,283-74.3% | $10,885-73.4% |