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 | $240,111 | $105,998+126.5% | $92,233+160.3% | $147,584+62.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 37.46% | 50.05%-12.6pp | 176.28%-138.8pp | 578.55%-541.1pp |
| Employer contribution / active EE | $2,778 | $4,333-35.9% | $3,679-24.5% | $4,876-43.0% |
| Participant deferral / active EE | $16,200 | $4,478+261.8% | $3,897+315.7% | $5,439+197.9% |
| Admin fee / account holder | $2,320 | $6,332-63.4% | $5,194-55.3% | $10,885-78.7% |