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 | $75,043 | $150,440-50.1% | $136,294-44.9% | $147,584-49.2% |
| Participation rate | 36.8% | 84.4%-47.6pp | 81.9%-45.1pp | 82.8%-46.0pp |
| Annual return | 20.89% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,244 | $6,630-5.8% | $6,247-0.1% | $5,439+14.8% |
| Admin fee / account holder | $18,546 | $10,905+70.1% | $9,243+100.6% | $10,885+70.4% |