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 | $88,743 | $150,440-41.0% | $136,294-34.9% | $147,584-39.9% |
| Participation rate | 54.2% | 84.4%-30.3pp | 81.9%-27.8pp | 82.8%-28.7pp |
| Annual return | 25.78% | 1049.08%-1023.3pp | 5155.94%-5130.2pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,971 | $5,256-62.5% | $4,695-58.0% | $4,876-59.6% |
| Participant deferral / active EE | $4,118 | $6,630-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $14,200 | $10,905+30.2% | $9,243+53.6% | $10,885+30.4% |