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 | $34,924 | $150,440-76.8% | $136,294-74.4% | $147,584-76.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 20.60% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,247 | $5,256-76.3% | $4,695-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $2,869 | $6,630-56.7% | $6,247-54.1% | $5,439-47.3% |
| Admin fee / account holder | $321 | $10,905-97.1% | $9,243-96.5% | $10,885-97.1% |