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 10-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 | $129,378 | $102,317+26.4% | $146,958-12.0% | $80,856+60.0% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.2%-58.2pp | 67.6%-43.6pp |
| Annual return | 256.73% | 134.76%+122.0pp | 418.34%-161.6pp | 35.59%+221.1pp |
| Employer contribution / active EE | $4,006 | $3,713+7.9% | $4,933-18.8% | $2,755+45.4% |
| Participant deferral / active EE | $13,229 | $6,644+99.1% | $8,070+63.9% | $4,296+208.0% |
| Admin fee / account holder | $37,594 | $7,941+373.4% | $12,998+189.2% | $6,918+443.4% |