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 | $76,020 | $157,256-51.7% | $141,162-46.1% | $152,861-50.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 5288.12% | 64.32%+5223.8pp | 71.39%+5216.7pp | 345.32%+4942.8pp |
| Employer contribution / active EE | $1,658 | $5,261-68.5% | $4,735-65.0% | $4,762-65.2% |
| Participant deferral / active EE | $6,425 | $7,109-9.6% | $6,709-4.2% | $5,850+9.8% |
| Admin fee / account holder | $563 | $12,120-95.4% | $10,261-94.5% | $11,596-95.1% |