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 4-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 | $241,895 | $156,846+54.2% | $121,098+99.8% | $139,434+73.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 563.68% | 1474.56%-910.9pp | 985.75%-422.1pp | 372.94%+190.7pp |
| Employer contribution / active EE | $30,724 | $5,536+455.0% | $4,164+637.9% | $4,751+546.7% |
| Participant deferral / active EE | $11,250 | $4,844+132.2% | $4,080+175.8% | $6,710+67.7% |
| Admin fee / account holder | $12,337 | $6,946+77.6% | $5,644+118.6% | $11,403+8.2% |