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 | $31,872 | $150,440-78.8% | $136,294-76.6% | $147,584-78.4% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 20.11% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,262 | $6,630-35.7% | $6,247-31.8% | $5,439-21.6% |
| Admin fee / account holder | $750 | $10,905-93.1% | $9,243-91.9% | $10,885-93.1% |