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 | $114,579 | $150,440-23.8% | $136,294-15.9% | $147,584-22.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 19.60% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,074 | $5,256-79.6% | $4,695-77.1% | $4,876-78.0% |
| Participant deferral / active EE | $3,631 | $6,630-45.2% | $6,247-41.9% | $5,439-33.2% |
| Admin fee / account holder | $5,639 | $10,905-48.3% | $9,243-39.0% | $10,885-48.2% |