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 | $132,982 | $150,440-11.6% | $136,294-2.4% | $147,584-9.9% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 12.88% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $4,998 | $5,256-4.9% | $4,695+6.4% | $4,876+2.5% |
| Participant deferral / active EE | $2,998 | $6,630-54.8% | $6,247-52.0% | $5,439-44.9% |
| Admin fee / account holder | $905 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |