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 | $103,748 | $150,440-31.0% | $136,294-23.9% | $147,584-29.7% |
| Participation rate | 57.9% | 84.4%-26.5pp | 81.9%-24.0pp | 82.8%-24.9pp |
| Annual return | 14.11% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,919 | $5,256-63.5% | $4,695-59.1% | $4,876-60.7% |
| Participant deferral / active EE | $2,812 | $6,630-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $59,602 | $10,905+446.5% | $9,243+544.8% | $10,885+447.5% |