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 | $148,439 | $96,305+54.1% | $80,569+84.2% | $139,434+6.5% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 269.84% | 1350.08%-1080.2pp | 935.43%-665.6pp | 372.94%-103.1pp |
| Employer contribution / active EE | $3,044 | $3,262-6.7% | $2,723+11.8% | $4,751-35.9% |
| Participant deferral / active EE | $9,072 | $5,232+73.4% | $4,447+104.0% | $6,710+35.2% |
| Admin fee / account holder | $13,945 | $6,599+111.3% | $5,377+159.3% | $11,403+22.3% |