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 | $119,619 | $150,440-20.5% | $136,294-12.2% | $147,584-18.9% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 18.41% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,055 | $5,256-79.9% | $4,695-77.5% | $4,876-78.4% |
| Participant deferral / active EE | $4,636 | $6,630-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $2,747 | $10,905-74.8% | $9,243-70.3% | $10,885-74.8% |