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 | $95,678 | $150,440-36.4% | $136,294-29.8% | $147,584-35.2% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 15.29% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $16,408 | $5,256+212.2% | $4,695+249.4% | $4,876+236.5% |
| Participant deferral / active EE | $5,075 | $6,630-23.5% | $6,247-18.8% | $5,439-6.7% |
| Admin fee / account holder | $4,022 | $10,905-63.1% | $9,243-56.5% | $10,885-63.0% |