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 | $30,094 | $150,440-80.0% | $136,294-77.9% | $147,584-79.6% |
| Participation rate | 52.4% | 84.4%-32.0pp | 81.9%-29.5pp | 82.8%-30.4pp |
| Annual return | 19.15% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,738 | $6,630-13.5% | $6,247-8.1% | $5,439+5.5% |
| Admin fee / account holder | $1,549 | $10,905-85.8% | $9,243-83.2% | $10,885-85.8% |