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 | $113,501 | $157,256-27.8% | $141,162-19.6% | $152,861-25.7% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.4%-41.3pp |
| Annual return | 308.68% | 64.32%+244.4pp | 71.39%+237.3pp | 345.32%-36.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,998 | $7,109-29.7% | $6,709-25.5% | $5,850-14.6% |
| Admin fee / account holder | $1,844 | $12,120-84.8% | $10,261-82.0% | $11,596-84.1% |