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 | $80,735 | $209,832-61.5% | $189,513-57.4% | $167,490-51.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 39.91% | 748.27%-708.4pp | 555.15%-515.2pp | 478.56%-438.6pp |
| Employer contribution / active EE | $3,938 | $6,914-43.0% | $6,162-36.1% | $4,837-18.6% |
| Participant deferral / active EE | $7,211 | $8,935-19.3% | $8,221-12.3% | $6,341+13.7% |
| Admin fee / account holder | $4,682 | $14,293-67.2% | $12,045-61.1% | $12,309-62.0% |