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 | $128,856 | $150,440-14.3% | $136,294-5.5% | $147,584-12.7% |
| Participation rate | 31.3% | 84.4%-53.2pp | 81.9%-50.7pp | 82.8%-51.6pp |
| Annual return | 13.51% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $930 | $5,256-82.3% | $4,695-80.2% | $4,876-80.9% |
| Participant deferral / active EE | $3,444 | $6,630-48.1% | $6,247-44.9% | $5,439-36.7% |
| Admin fee / account holder | $1,600 | $10,905-85.3% | $9,243-82.7% | $10,885-85.3% |