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 | $100,139 | $150,440-33.4% | $136,294-26.5% | $147,584-32.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 23.90% | 1049.08%-1025.2pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,103 | $5,256-79.0% | $4,695-76.5% | $4,876-77.4% |
| Participant deferral / active EE | $6,209 | $6,630-6.4% | $6,247-0.6% | $5,439+14.2% |
| Admin fee / account holder | $1,241 | $10,905-88.6% | $9,243-86.6% | $10,885-88.6% |