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 | $85,083 | $150,440-43.4% | $136,294-37.6% | $147,584-42.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.04% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,334 | $5,256-55.6% | $4,695-50.3% | $4,876-52.1% |
| Participant deferral / active EE | $9,917 | $6,630+49.6% | $6,247+58.7% | $5,439+82.3% |
| Admin fee / account holder | $663 | $10,905-93.9% | $9,243-92.8% | $10,885-93.9% |