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 5-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 | $95,523 | $159,901-40.3% | $146,958-35.0% | $145,922-34.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.70% | 98.13%-70.4pp | 418.34%-390.6pp | 561.29%-533.6pp |
| Employer contribution / active EE | $3,695 | $5,286-30.1% | $4,933-25.1% | $4,660-20.7% |
| Participant deferral / active EE | $11,692 | $8,428+38.7% | $8,070+44.9% | $6,688+74.8% |
| Admin fee / account holder | $55,885 | $15,044+271.5% | $12,998+330.0% | $13,397+317.1% |