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 4-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 | $122,366 | $111,724+9.5% | $93,606+30.7% | $145,922-16.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 387.04% | 202.98%+184.1pp | 133.20%+253.8pp | 561.29%-174.3pp |
| Employer contribution / active EE | $2,697 | $3,090-12.7% | $2,420+11.5% | $4,660-42.1% |
| Participant deferral / active EE | $6,962 | $4,912+41.7% | $4,411+57.8% | $6,688+4.1% |
| Admin fee / account holder | $18,841 | $10,250+83.8% | $8,285+127.4% | $13,397+40.6% |