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 9-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 | $68,303 | $138,065-50.5% | $123,544-44.7% | $135,375-49.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 393.27% | 153.68%+239.6pp | 119.20%+274.1pp | 519.73%-126.5pp |
| Employer contribution / active EE | $1,243 | $5,151-75.9% | $4,628-73.1% | $4,779-74.0% |
| Participant deferral / active EE | $5,963 | $6,799-12.3% | $6,426-7.2% | $5,609+6.3% |
| Admin fee / account holder | $2,141 | $10,916-80.4% | $9,284-76.9% | $10,827-80.2% |