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 | $141,748 | $102,604+38.2% | $86,188+64.5% | $139,434+1.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 12.96% | 1922.51%-1909.5pp | 1168.45%-1155.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,281 | $3,032-24.8% | $2,380-4.2% | $4,751-52.0% |
| Participant deferral / active EE | $18,367 | $4,676+292.8% | $3,985+360.9% | $6,710+173.7% |
| Admin fee / account holder | $1,107 | $8,657-87.2% | $6,852-83.9% | $11,403-90.3% |