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 | $124,093 | $150,440-17.5% | $136,294-9.0% | $147,584-15.9% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 18.94% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,876 | $5,256-64.3% | $4,695-60.1% | $4,876-61.5% |
| Participant deferral / active EE | $3,996 | $6,630-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $2,817 | $10,905-74.2% | $9,243-69.5% | $10,885-74.1% |