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 | $49,292 | $171,865-71.3% | $149,718-67.1% | $147,584-66.6% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 22.55% | 2113.22%-2090.7pp | 1501.63%-1479.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,877 | $6,275-54.1% | $5,445-47.2% | $4,876-41.0% |
| Participant deferral / active EE | $8,355 | $7,271+14.9% | $6,569+27.2% | $5,439+53.6% |
| Admin fee / account holder | $1,554 | $13,799-88.7% | $11,283-86.2% | $10,885-85.7% |