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 | $98,395 | $105,998-7.2% | $92,233+6.7% | $147,584-33.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 136.82% | 50.05%+86.8pp | 176.28%-39.5pp | 578.55%-441.7pp |
| Employer contribution / active EE | $1,228 | $4,333-71.7% | $3,679-66.6% | $4,876-74.8% |
| Participant deferral / active EE | $8,000 | $4,478+78.7% | $3,897+105.3% | $5,439+47.1% |
| Admin fee / account holder | $366 | $6,332-94.2% | $5,194-93.0% | $10,885-96.6% |