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 | $37,845 | $150,440-74.8% | $136,294-72.2% | $147,584-74.4% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 17.73% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,515 | $5,256-71.2% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $6,667 | $6,630+0.5% | $6,247+6.7% | $5,439+22.6% |
| Admin fee / account holder | $462 | $10,905-95.8% | $9,243-95.0% | $10,885-95.8% |