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 | $90,889 | $150,440-39.6% | $136,294-33.3% | $147,584-38.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 14.88% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,701 | $5,256-48.6% | $4,695-42.5% | $4,876-44.6% |
| Participant deferral / active EE | $5,402 | $6,630-18.5% | $6,247-13.5% | $5,439-0.7% |
| Admin fee / account holder | $3,280 | $10,905-69.9% | $9,243-64.5% | $10,885-69.9% |