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 | $33,670 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 13.03% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,603 | $5,256-69.5% | $4,695-65.9% | $4,876-67.1% |
| Participant deferral / active EE | $3,754 | $6,630-43.4% | $6,247-39.9% | $5,439-31.0% |
| Admin fee / account holder | $1,469 | $10,905-86.5% | $9,243-84.1% | $10,885-86.5% |