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 | $206,020 | $150,440+36.9% | $136,294+51.2% | $147,584+39.6% |
| Participation rate | 35.7% | 84.4%-48.7pp | 81.9%-46.2pp | 82.8%-47.1pp |
| Annual return | 22.24% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,777 | $5,256-66.2% | $4,695-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $7,063 | $6,630+6.5% | $6,247+13.1% | $5,439+29.9% |
| Admin fee / account holder | $1,066 | $10,905-90.2% | $9,243-88.5% | $10,885-90.2% |