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 | $96,232 | $157,256-38.8% | $141,162-31.8% | $152,861-37.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 899.74% | 64.32%+835.4pp | 71.39%+828.3pp | 345.32%+554.4pp |
| Employer contribution / active EE | $1,546 | $5,261-70.6% | $4,735-67.4% | $4,762-67.5% |
| Participant deferral / active EE | $7,382 | $7,109+3.8% | $6,709+10.0% | $5,850+26.2% |
| Admin fee / account holder | $924 | $12,120-92.4% | $10,261-91.0% | $11,596-92.0% |