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 | $224,385 | $226,064-0.7% | $182,532+22.9% | $152,861+46.8% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | 23.38% | 192.51%-169.1pp | 148.54%-125.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $36,500 | $4,978+633.2% | $4,076+795.5% | $4,762+666.4% |
| Participant deferral / active EE | $32,793 | $6,368+415.0% | $5,524+493.6% | $5,850+460.5% |
| Admin fee / account holder | $1,942 | $10,703-81.9% | $8,592-77.4% | $11,596-83.3% |