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 | $87,090 | $138,044-36.9% | $125,339-30.5% | $134,475-35.2% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | 160.89% | 750.33%-589.4pp | 572.05%-411.2pp | 417.96%-257.1pp |
| Employer contribution / active EE | $4,426 | $5,243-15.6% | $4,814-8.1% | $4,740-6.6% |
| Participant deferral / active EE | $6,324 | $7,799-18.9% | $7,446-15.1% | $6,400-1.2% |
| Admin fee / account holder | $401 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |