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 | $32,385 | $150,440-78.5% | $136,294-76.2% | $147,584-78.1% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 15.27% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,763 | $5,256-66.5% | $4,695-62.5% | $4,876-63.8% |
| Participant deferral / active EE | $2,990 | $6,630-54.9% | $6,247-52.1% | $5,439-45.0% |
| Admin fee / account holder | $1,742 | $10,905-84.0% | $9,243-81.2% | $10,885-84.0% |