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 3-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 | $140,277 | $70,756+98.3% | $65,493+114.2% | $142,382-1.5% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 25.01% | 1754.89%-1729.9pp | 982.45%-957.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $12,865 | $2,881+346.6% | $2,574+399.8% | $4,299+199.3% |
| Participant deferral / active EE | $15,667 | $4,637+237.8% | $3,961+295.5% | $6,507+140.8% |
| Admin fee / account holder | $1,084 | $6,559-83.5% | $5,028-78.4% | $12,624-91.4% |