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 | $26,054 | $150,440-82.7% | $136,294-80.9% | $147,584-82.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.38% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,840 | $5,256-65.0% | $4,695-60.8% | $4,876-62.3% |
| Participant deferral / active EE | $4,467 | $6,630-32.6% | $6,247-28.5% | $5,439-17.9% |
| Admin fee / account holder | $4,082 | $10,905-62.6% | $9,243-55.8% | $10,885-62.5% |