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 | $28,401 | $150,440-81.1% | $136,294-79.2% | $147,584-80.8% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 20.07% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,297 | $5,256-75.3% | $4,695-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $3,894 | $6,630-41.3% | $6,247-37.7% | $5,439-28.4% |
| Admin fee / account holder | $412 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |