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 | $69,442 | $171,865-59.6% | $149,718-53.6% | $147,584-52.9% |
| Participation rate | 52.9% | 88.2%-35.2pp | 87.1%-34.1pp | 82.8%-29.9pp |
| Annual return | 12.58% | 2113.22%-2100.6pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,085 | $7,271-43.8% | $6,569-37.8% | $5,439-24.9% |
| Admin fee / account holder | $13,223 | $13,799-4.2% | $11,283+17.2% | $10,885+21.5% |