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 | $61,882 | $150,440-58.9% | $136,294-54.6% | $147,584-58.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.13% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,749 | $5,256-47.7% | $4,695-41.5% | $4,876-43.6% |
| Participant deferral / active EE | $4,285 | $6,630-35.4% | $6,247-31.4% | $5,439-21.2% |
| Admin fee / account holder | $735 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |