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 | $37,993 | $150,440-74.7% | $136,294-72.1% | $147,584-74.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 24.34% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,466 | $5,256-72.1% | $4,695-68.8% | $4,876-69.9% |
| Participant deferral / active EE | $2,999 | $6,630-54.8% | $6,247-52.0% | $5,439-44.9% |
| Admin fee / account holder | $3,717 | $10,905-65.9% | $9,243-59.8% | $10,885-65.9% |