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 | $48,938 | $150,440-67.5% | $136,294-64.1% | $147,584-66.8% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 10.93% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $902 | $5,256-82.8% | $4,695-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $2,799 | $6,630-57.8% | $6,247-55.2% | $5,439-48.5% |
| Admin fee / account holder | $14,051 | $10,905+28.8% | $9,243+52.0% | $10,885+29.1% |