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 | $146,411 | $86,286+69.7% | $111,297+31.5% | $85,850+70.5% |
| Participation rate | 0.0% | 73.3%-73.3pp | 77.3%-77.3pp | 69.3%-69.3pp |
| Annual return | 42.40% | 19.99%+22.4pp | 54.65%-12.2pp | 318.53%-276.1pp |
| Employer contribution / active EE | $1,242 | $2,043-39.2% | $2,731-54.5% | $2,565-51.6% |
| Participant deferral / active EE | $1,738 | $3,641-52.3% | $4,487-61.3% | $3,952-56.0% |
| Admin fee / account holder | $13,863 | $8,188+69.3% | $7,964+74.1% | $6,260+121.5% |