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 | $189,285 | $150,440+25.8% | $136,294+38.9% | $147,584+28.3% |
| Participation rate | 57.9% | 84.4%-26.5pp | 81.9%-24.0pp | 82.8%-24.9pp |
| Annual return | 12.95% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,765 | $5,256-28.4% | $4,695-19.8% | $4,876-22.8% |
| Participant deferral / active EE | $4,666 | $6,630-29.6% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $878 | $10,905-92.0% | $9,243-90.5% | $10,885-91.9% |