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 | $130,167 | $115,770+12.4% | $101,248+28.6% | $158,922-18.1% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 4147.30% | 56.14%+4091.2pp | 46.47%+4100.8pp | 302.83%+3844.5pp |
| Employer contribution / active EE | $845 | $4,175-79.8% | $3,660-76.9% | $4,761-82.3% |
| Participant deferral / active EE | $2,738 | $4,957-44.8% | $4,370-37.4% | $5,982-54.2% |
| Admin fee / account holder | $677 | $7,245-90.7% | $5,945-88.6% | $11,246-94.0% |