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 9-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 | $101,587 | $104,907-3.2% | $84,611+20.1% | $152,861-33.5% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 28.95% | 373.79%-344.8pp | 258.74%-229.8pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,131 | $3,302-5.2% | $2,652+18.0% | $4,762-34.3% |
| Participant deferral / active EE | $6,622 | $4,688+41.3% | $3,899+69.9% | $5,850+13.2% |
| Admin fee / account holder | $658 | $6,241-89.5% | $4,912-86.6% | $11,596-94.3% |