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 | $56,668 | $150,440-62.3% | $136,294-58.4% | $147,584-61.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.92% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,319 | $5,256-74.9% | $4,695-71.9% | $4,876-73.0% |
| Participant deferral / active EE | $12,195 | $6,630+83.9% | $6,247+95.2% | $5,439+124.2% |
| Admin fee / account holder | $1,270 | $10,905-88.4% | $9,243-86.3% | $10,885-88.3% |