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 9-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 | $184,550 | $138,044+33.7% | $125,339+47.2% | $134,475+37.2% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.29% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $6,722 | $5,243+28.2% | $4,814+39.7% | $4,740+41.8% |
| Participant deferral / active EE | $15,814 | $7,799+102.8% | $7,446+112.4% | $6,400+147.1% |
| Admin fee / account holder | $694 | $11,571-94.0% | $10,010-93.1% | $11,426-93.9% |