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 | $125,284 | $129,217-3.0% | $93,406+34.1% | $158,922-21.2% |
| Participation rate | 33.3% | 71.0%-37.6pp | 66.8%-33.5pp | 82.0%-48.6pp |
| Annual return | 19.49% | 118.21%-98.7pp | 78.05%-58.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,637 | $2,711-2.8% | $2,075+27.1% | $4,761-44.6% |
| Participant deferral / active EE | $6,500 | $3,909+66.3% | $3,126+108.0% | $5,982+8.7% |
| Admin fee / account holder | $2,210 | $7,383-70.1% | $5,230-57.7% | $11,246-80.3% |