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 | $203,143 | $102,604+98.0% | $86,188+135.7% | $139,434+45.7% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.0%-14.8pp | 80.3%-26.2pp |
| Annual return | 28.87% | 1922.51%-1893.6pp | 1168.45%-1139.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $1,903 | $3,032-37.2% | $2,380-20.0% | $4,751-59.9% |
| Participant deferral / active EE | $4,510 | $4,676-3.5% | $3,985+13.2% | $6,710-32.8% |
| Admin fee / account holder | $16,367 | $8,657+89.1% | $6,852+138.9% | $11,403+43.5% |