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 | $33,279 | $150,440-77.9% | $136,294-75.6% | $147,584-77.5% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 21.91% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,457 | $5,256-72.3% | $4,695-69.0% | $4,876-70.1% |
| Participant deferral / active EE | $3,582 | $6,630-46.0% | $6,247-42.7% | $5,439-34.1% |
| Admin fee / account holder | $355 | $10,905-96.7% | $9,243-96.2% | $10,885-96.7% |