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 | $174,584 | $150,440+16.0% | $136,294+28.1% | $147,584+18.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.71% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $3,640 | $5,256-30.7% | $4,695-22.5% | $4,876-25.4% |
| Participant deferral / active EE | $3,197 | $6,630-51.8% | $6,247-48.8% | $5,439-41.2% |
| Admin fee / account holder | $134,749 | $10,905+1135.6% | $9,243+1357.8% | $10,885+1137.9% |