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 | $36,179 | $150,440-76.0% | $136,294-73.5% | $147,584-75.5% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 23.38% | 1049.08%-1025.7pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,279 | $6,630-35.5% | $6,247-31.5% | $5,439-21.3% |
| Admin fee / account holder | $22,323 | $10,905+104.7% | $9,243+141.5% | $10,885+105.1% |