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 | $90,567 | $202,318-55.2% | $172,739-47.6% | $152,861-40.8% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 23.85% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,610 | $5,856-38.3% | $5,143-29.8% | $4,762-24.2% |
| Participant deferral / active EE | $4,916 | $5,948-17.3% | $5,198-5.4% | $5,850-16.0% |
| Admin fee / account holder | $2,514 | $17,109-85.3% | $13,954-82.0% | $11,596-78.3% |