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 | $38,686 | $159,901-75.8% | $146,958-73.7% | $145,922-73.5% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 38.17% | 98.13%-60.0pp | 418.34%-380.2pp | 561.29%-523.1pp |
| Employer contribution / active EE | $2,977 | $5,286-43.7% | $4,933-39.6% | $4,660-36.1% |
| Participant deferral / active EE | $5,362 | $8,428-36.4% | $8,070-33.6% | $6,688-19.8% |
| Admin fee / account holder | $14,014 | $15,044-6.8% | $12,998+7.8% | $13,397+4.6% |