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 9-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 | $80,805 | $150,440-46.3% | $136,294-40.7% | $147,584-45.2% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 15.33% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,462 | $5,256-53.2% | $4,695-47.6% | $4,876-49.5% |
| Participant deferral / active EE | $4,428 | $6,630-33.2% | $6,247-29.1% | $5,439-18.6% |
| Admin fee / account holder | $2,762 | $10,905-74.7% | $9,243-70.1% | $10,885-74.6% |