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 | $120,996 | $150,440-19.6% | $136,294-11.2% | $147,584-18.0% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 25.17% | 1049.08%-1023.9pp | 5155.94%-5130.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $3,165 | $5,256-39.8% | $4,695-32.6% | $4,876-35.1% |
| Participant deferral / active EE | $6,549 | $6,630-1.2% | $6,247+4.8% | $5,439+20.4% |
| Admin fee / account holder | $983 | $10,905-91.0% | $9,243-89.4% | $10,885-91.0% |