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 | $114,995 | $209,832-45.2% | $189,513-39.3% | $167,490-31.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 24.46% | 748.27%-723.8pp | 555.15%-530.7pp | 478.56%-454.1pp |
| Employer contribution / active EE | $4,801 | $6,914-30.6% | $6,162-22.1% | $4,837-0.8% |
| Participant deferral / active EE | $13,520 | $8,935+51.3% | $8,221+64.4% | $6,341+113.2% |
| Admin fee / account holder | $465 | $14,293-96.7% | $12,045-96.1% | $12,309-96.2% |