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 | $70,458 | $150,440-53.2% | $136,294-48.3% | $147,584-52.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 11.10% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $5,203 | $5,256-1.0% | $4,695+10.8% | $4,876+6.7% |
| Participant deferral / active EE | $15,115 | $6,630+128.0% | $6,247+142.0% | $5,439+177.9% |
| Admin fee / account holder | $48,642 | $10,905+346.0% | $9,243+426.2% | $10,885+346.9% |