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 | $37,089 | $150,440-75.3% | $136,294-72.8% | $147,584-74.9% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 13.66% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,282 | $5,256-75.6% | $4,695-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $7,406 | $6,630+11.7% | $6,247+18.6% | $5,439+36.2% |
| Admin fee / account holder | $11,419 | $10,905+4.7% | $9,243+23.5% | $10,885+4.9% |