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 | $221,681 | $80,812+174.3% | $160,784+37.9% | $82,448+168.9% |
| Participation rate | 44.4% | 66.2%-21.8pp | 77.0%-32.5pp | 68.1%-23.6pp |
| Annual return | 39.22% | 100.59%-61.4pp | 1803.92%-1764.7pp | 41.64%-2.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,584 | $4,335-17.3% | $6,293-43.0% | $4,139-13.4% |
| Admin fee / account holder | $44,343 | $7,695+476.2% | $9,717+356.3% | $7,234+512.9% |