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 | $44,288 | $150,440-70.6% | $136,294-67.5% | $147,584-70.0% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 22.85% | 1049.08%-1026.2pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,951 | $5,256-62.9% | $4,695-58.4% | $4,876-60.0% |
| Participant deferral / active EE | $4,715 | $6,630-28.9% | $6,247-24.5% | $5,439-13.3% |
| Admin fee / account holder | $1,409 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |