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 | $94,718 | $150,440-37.0% | $136,294-30.5% | $147,584-35.8% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 27.78% | 1049.08%-1021.3pp | 5155.94%-5128.2pp | 578.55%-550.8pp |
| Employer contribution / active EE | $3,285 | $5,256-37.5% | $4,695-30.0% | $4,876-32.6% |
| Participant deferral / active EE | $7,536 | $6,630+13.7% | $6,247+20.6% | $5,439+38.6% |
| Admin fee / account holder | $5,288 | $10,905-51.5% | $9,243-42.8% | $10,885-51.4% |