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 8-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 | $246,318 | $152,509+61.5% | $117,472+109.7% | $134,475+83.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -14.22% | 52.99%-67.2pp | 29.74%-44.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $46,964 | $5,571+743.0% | $4,176+1024.6% | $4,740+890.9% |
| Participant deferral / active EE | $18,065 | $4,818+275.0% | $4,070+343.8% | $6,400+182.3% |
| Admin fee / account holder | $7,962 | $7,004+13.7% | $5,645+41.0% | $11,426-30.3% |