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 | $61,764 | $88,751-30.4% | $81,812-24.5% | $145,922-57.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 44.94% | 1025.40%-980.5pp | 773.79%-728.9pp | 561.29%-516.3pp |
| Employer contribution / active EE | $2,629 | $3,083-14.8% | $2,912-9.7% | $4,660-43.6% |
| Participant deferral / active EE | $4,723 | $4,643+1.7% | $4,319+9.4% | $6,688-29.4% |
| Admin fee / account holder | $709 | $8,415-91.6% | $7,386-90.4% | $13,397-94.7% |