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 | $68,179 | $150,440-54.7% | $136,294-50.0% | $147,584-53.8% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 21.08% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,702 | $5,256-67.6% | $4,695-63.8% | $4,876-65.1% |
| Participant deferral / active EE | $3,467 | $6,630-47.7% | $6,247-44.5% | $5,439-36.3% |
| Admin fee / account holder | $2,000 | $10,905-81.7% | $9,243-78.4% | $10,885-81.6% |