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 | $85,632 | $150,440-43.1% | $136,294-37.2% | $147,584-42.0% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 20.70% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $897 | $5,256-82.9% | $4,695-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $2,917 | $6,630-56.0% | $6,247-53.3% | $5,439-46.4% |
| Admin fee / account holder | $975 | $10,905-91.1% | $9,243-89.5% | $10,885-91.0% |