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 | $240,073 | $150,440+59.6% | $136,294+76.1% | $147,584+62.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.19% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,292 | $5,256-18.3% | $4,695-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $15,000 | $6,630+126.2% | $6,247+140.1% | $5,439+175.8% |
| Admin fee / account holder | $28,673 | $10,905+162.9% | $9,243+210.2% | $10,885+163.4% |