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 | $69,378 | $150,440-53.9% | $136,294-49.1% | $147,584-53.0% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 13.04% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,106 | $5,256-78.9% | $4,695-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $6,216 | $6,630-6.3% | $6,247-0.5% | $5,439+14.3% |
| Admin fee / account holder | $1,420 | $10,905-87.0% | $9,243-84.6% | $10,885-87.0% |