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 | $78,550 | $150,440-47.8% | $136,294-42.4% | $147,584-46.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.96% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,062 | $5,256-79.8% | $4,695-77.4% | $4,876-78.2% |
| Participant deferral / active EE | $2,765 | $6,630-58.3% | $6,247-55.7% | $5,439-49.2% |
| Admin fee / account holder | $7,054 | $10,905-35.3% | $9,243-23.7% | $10,885-35.2% |