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 | $84,317 | $150,440-44.0% | $136,294-38.1% | $147,584-42.9% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 15.40% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $8,175 | $5,256+55.5% | $4,695+74.1% | $4,876+67.6% |
| Participant deferral / active EE | $9,599 | $6,630+44.8% | $6,247+53.7% | $5,439+76.5% |
| Admin fee / account holder | $1,185 | $10,905-89.1% | $9,243-87.2% | $10,885-89.1% |