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 | $94,103 | $150,440-37.4% | $136,294-31.0% | $147,584-36.2% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 16.02% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,092 | $5,256-79.2% | $4,695-76.8% | $4,876-77.6% |
| Participant deferral / active EE | $3,297 | $6,630-50.3% | $6,247-47.2% | $5,439-39.4% |
| Admin fee / account holder | $414 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |