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 | $54,929 | $150,440-63.5% | $136,294-59.7% | $147,584-62.8% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 20.21% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,658 | $5,256-68.5% | $4,695-64.7% | $4,876-66.0% |
| Participant deferral / active EE | $3,097 | $6,630-53.3% | $6,247-50.4% | $5,439-43.1% |
| Admin fee / account holder | $2,023 | $10,905-81.4% | $9,243-78.1% | $10,885-81.4% |