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 8-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 | $113,492 | $155,788-27.1% | $124,672-9.0% | $167,490-32.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 24.80% | 17.97%+6.8pp | 5142.93%-5118.1pp | 478.56%-453.8pp |
| Employer contribution / active EE | $14,842 | $4,163+256.5% | $3,324+346.6% | $4,837+206.8% |
| Participant deferral / active EE | $27,833 | $5,673+390.6% | $4,614+503.2% | $6,341+338.9% |
| Admin fee / account holder | $1,932 | $9,531-79.7% | $7,493-74.2% | $12,309-84.3% |