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 | $154,483 | $209,411-26.2% | $178,490-13.5% | $158,922-2.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 266.84% | 188.75%+78.1pp | 151.07%+115.8pp | 302.83%-36.0pp |
| Employer contribution / active EE | $19,278 | $5,706+237.8% | $5,011+284.7% | $4,761+304.9% |
| Participant deferral / active EE | $11,550 | $5,954+94.0% | $5,202+122.0% | $5,982+93.1% |
| Admin fee / account holder | $541 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |