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 | $30,506 | $102,966-70.4% | $90,281-66.2% | $152,861-80.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 90.63% | 95.16%-4.5pp | 78.10%+12.5pp | 345.32%-254.7pp |
| Employer contribution / active EE | $5,114 | $3,139+62.9% | $2,854+79.2% | $4,762+7.4% |
| Participant deferral / active EE | $30,300 | $4,281+607.7% | $3,885+679.9% | $5,850+417.9% |
| Admin fee / account holder | $690 | $6,171-88.8% | $5,351-87.1% | $11,596-94.1% |