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 7-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 | $33,627 | $202,318-83.4% | $172,739-80.5% | $152,861-78.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 58.47% | 1029.65%-971.2pp | 802.84%-744.4pp | 345.32%-286.8pp |
| Employer contribution / active EE | $10,630 | $5,856+81.5% | $5,143+106.7% | $4,762+123.2% |
| Participant deferral / active EE | $8,066 | $5,948+35.6% | $5,198+55.2% | $5,850+37.9% |
| Admin fee / account holder | $3,930 | $17,109-77.0% | $13,954-71.8% | $11,596-66.1% |