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 9-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 | $96,489 | $150,440-35.9% | $136,294-29.2% | $147,584-34.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.29% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $4,888 | $5,256-7.0% | $4,695+4.1% | $4,876+0.2% |
| Participant deferral / active EE | $4,292 | $6,630-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $7,360 | $10,905-32.5% | $9,243-20.4% | $10,885-32.4% |