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 | $121,655 | $150,440-19.1% | $136,294-10.7% | $147,584-17.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 41.03% | 1049.08%-1008.1pp | 5155.94%-5114.9pp | 578.55%-537.5pp |
| Employer contribution / active EE | $1,633 | $5,256-68.9% | $4,695-65.2% | $4,876-66.5% |
| Participant deferral / active EE | $5,606 | $6,630-15.5% | $6,247-10.3% | $5,439+3.1% |
| Admin fee / account holder | $13,685 | $10,905+25.5% | $9,243+48.1% | $10,885+25.7% |