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 | $32,439 | $150,440-78.4% | $136,294-76.2% | $147,584-78.0% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 17.23% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,732 | $5,256-48.0% | $4,695-41.8% | $4,876-44.0% |
| Participant deferral / active EE | $6,072 | $6,630-8.4% | $6,247-2.8% | $5,439+11.7% |
| Admin fee / account holder | $16,039 | $10,905+47.1% | $9,243+73.5% | $10,885+47.3% |