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 | $182,916 | $159,901+14.4% | $146,958+24.5% | $145,922+25.4% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 19.75% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $4,469 | $5,286-15.5% | $4,933-9.4% | $4,660-4.1% |
| Participant deferral / active EE | $5,477 | $8,428-35.0% | $8,070-32.1% | $6,688-18.1% |
| Admin fee / account holder | $834 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |