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 | $172,678 | $138,044+25.1% | $125,339+37.8% | $134,475+28.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.06% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,048 | $5,243-60.9% | $4,814-57.4% | $4,740-56.8% |
| Participant deferral / active EE | $4,778 | $7,799-38.7% | $7,446-35.8% | $6,400-25.3% |
| Admin fee / account holder | $2,009 | $11,571-82.6% | $10,010-79.9% | $11,426-82.4% |