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 | $145,996 | $150,440-3.0% | $136,294+7.1% | $147,584-1.1% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 21.18% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,387 | $5,256-73.6% | $4,695-70.5% | $4,876-71.6% |
| Participant deferral / active EE | $4,088 | $6,630-38.3% | $6,247-34.6% | $5,439-24.8% |
| Admin fee / account holder | $2,718 | $10,905-75.1% | $9,243-70.6% | $10,885-75.0% |