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 | $34,520 | $150,440-77.1% | $136,294-74.7% | $147,584-76.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 33.31% | 1049.08%-1015.8pp | 5155.94%-5122.6pp | 578.55%-545.2pp |
| Employer contribution / active EE | $2,003 | $5,256-61.9% | $4,695-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $4,125 | $6,630-37.8% | $6,247-34.0% | $5,439-24.2% |
| Admin fee / account holder | $2,272 | $10,905-79.2% | $9,243-75.4% | $10,885-79.1% |