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 | $62,480 | $150,440-58.5% | $136,294-54.2% | $147,584-57.7% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 11.77% | 1049.08%-1037.3pp | 5155.94%-5144.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,894 | $5,256-64.0% | $4,695-59.7% | $4,876-61.2% |
| Participant deferral / active EE | $4,294 | $6,630-35.2% | $6,247-31.3% | $5,439-21.0% |
| Admin fee / account holder | $17,325 | $10,905+58.9% | $9,243+87.4% | $10,885+59.2% |