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 | $125,650 | $150,440-16.5% | $136,294-7.8% | $147,584-14.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 54.62% | 1049.08%-994.5pp | 5155.94%-5101.3pp | 578.55%-523.9pp |
| Employer contribution / active EE | $1,082 | $5,256-79.4% | $4,695-76.9% | $4,876-77.8% |
| Participant deferral / active EE | $5,182 | $6,630-21.8% | $6,247-17.1% | $5,439-4.7% |
| Admin fee / account holder | $10,249 | $10,905-6.0% | $9,243+10.9% | $10,885-5.8% |