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 | $113,694 | $150,440-24.4% | $136,294-16.6% | $147,584-23.0% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 43.38% | 1049.08%-1005.7pp | 5155.94%-5112.6pp | 578.55%-535.2pp |
| Employer contribution / active EE | $2,217 | $5,256-57.8% | $4,695-52.8% | $4,876-54.5% |
| Participant deferral / active EE | $6,044 | $6,630-8.8% | $6,247-3.3% | $5,439+11.1% |
| Admin fee / account holder | $35,516 | $10,905+225.7% | $9,243+284.2% | $10,885+226.3% |