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 | $52,844 | $150,440-64.9% | $136,294-61.2% | $147,584-64.2% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 33.24% | 1049.08%-1015.8pp | 5155.94%-5122.7pp | 578.55%-545.3pp |
| Employer contribution / active EE | $1,909 | $5,256-63.7% | $4,695-59.3% | $4,876-60.9% |
| Participant deferral / active EE | $5,127 | $6,630-22.7% | $6,247-17.9% | $5,439-5.7% |
| Admin fee / account holder | $2,209 | $10,905-79.7% | $9,243-76.1% | $10,885-79.7% |