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 | $66,180 | $150,440-56.0% | $136,294-51.4% | $147,584-55.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.67% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,925 | $5,256-44.4% | $4,695-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $5,029 | $6,630-24.2% | $6,247-19.5% | $5,439-7.5% |
| Admin fee / account holder | $4,920 | $10,905-54.9% | $9,243-46.8% | $10,885-54.8% |