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 | $130,895 | $209,832-37.6% | $189,513-30.9% | $167,490-21.8% |
| Participation rate | 38.1% | 88.7%-50.6pp | 87.8%-49.7pp | 82.1%-44.0pp |
| Annual return | 16.73% | 748.27%-731.5pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,234 | $6,914-53.2% | $6,162-47.5% | $4,837-33.1% |
| Participant deferral / active EE | $10,811 | $8,935+21.0% | $8,221+31.5% | $6,341+70.5% |
| Admin fee / account holder | $40,391 | $14,293+182.6% | $12,045+235.3% | $12,309+228.1% |