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 | $37,413 | $100,852-62.9% | $90,404-58.6% | $158,922-76.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 72.56% | 1724.20%-1651.6pp | 1293.02%-1220.5pp | 302.83%-230.3pp |
| Employer contribution / active EE | $13,493 | $3,689+265.8% | $3,262+313.6% | $4,761+183.4% |
| Participant deferral / active EE | $20,531 | $4,348+372.2% | $3,963+418.0% | $5,982+243.2% |
| Admin fee / account holder | $1,360 | $6,501-79.1% | $5,611-75.8% | $11,246-87.9% |