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 | $24,085 | $150,440-84.0% | $136,294-82.3% | $147,584-83.7% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 30.77% | 1049.08%-1018.3pp | 5155.94%-5125.2pp | 578.55%-547.8pp |
| Employer contribution / active EE | $3,311 | $5,256-37.0% | $4,695-29.5% | $4,876-32.1% |
| Participant deferral / active EE | $3,549 | $6,630-46.5% | $6,247-43.2% | $5,439-34.8% |
| Admin fee / account holder | $586 | $10,905-94.6% | $9,243-93.7% | $10,885-94.6% |