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 | $91,623 | $150,440-39.1% | $136,294-32.8% | $147,584-37.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.66% | 1049.08%-1036.4pp | 5155.94%-5143.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $7,333 | $5,256+39.5% | $4,695+56.2% | $4,876+50.4% |
| Participant deferral / active EE | $7,333 | $6,630+10.6% | $6,247+17.4% | $5,439+34.8% |
| Admin fee / account holder | $21,409 | $10,905+96.3% | $9,243+131.6% | $10,885+96.7% |