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 4-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 | $95,321 | $88,751+7.4% | $81,812+16.5% | $145,922-34.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 35.68% | 1025.40%-989.7pp | 773.79%-738.1pp | 561.29%-525.6pp |
| Employer contribution / active EE | $2,376 | $3,083-23.0% | $2,912-18.4% | $4,660-49.0% |
| Participant deferral / active EE | $4,602 | $4,643-0.9% | $4,319+6.6% | $6,688-31.2% |
| Admin fee / account holder | $607 | $8,415-92.8% | $7,386-91.8% | $13,397-95.5% |