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 | $108,980 | $171,865-36.6% | $149,718-27.2% | $147,584-26.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 159.05% | 2113.22%-1954.2pp | 1501.63%-1342.6pp | 578.55%-419.5pp |
| Employer contribution / active EE | $2,442 | $6,275-61.1% | $5,445-55.2% | $4,876-49.9% |
| Participant deferral / active EE | $3,642 | $7,271-49.9% | $6,569-44.6% | $5,439-33.0% |
| Admin fee / account holder | $49,750 | $13,799+260.5% | $11,283+340.9% | $10,885+357.0% |