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 | $121,852 | $150,440-19.0% | $136,294-10.6% | $147,584-17.4% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 11.10% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,296 | $5,256-75.3% | $4,695-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $4,292 | $6,630-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $57,903 | $10,905+431.0% | $9,243+526.4% | $10,885+431.9% |