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 | $139,208 | $171,865-19.0% | $149,718-7.0% | $147,584-5.7% |
| Participation rate | 30.0% | 88.2%-58.2pp | 87.1%-57.1pp | 82.8%-52.8pp |
| Annual return | 15.65% | 2113.22%-2097.6pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,181 | $6,275-65.3% | $5,445-60.0% | $4,876-55.3% |
| Participant deferral / active EE | $5,028 | $7,271-30.8% | $6,569-23.5% | $5,439-7.5% |
| Admin fee / account holder | $1,797 | $13,799-87.0% | $11,283-84.1% | $10,885-83.5% |