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 3-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 | $159,322 | $96,305+65.4% | $80,569+97.7% | $139,434+14.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 2236.60% | 1350.08%+886.5pp | 935.43%+1301.2pp | 372.94%+1863.7pp |
| Employer contribution / active EE | $13,900 | $3,262+326.1% | $2,723+410.4% | $4,751+192.6% |
| Participant deferral / active EE | $5,219 | $5,232-0.3% | $4,447+17.3% | $6,710-22.2% |
| Admin fee / account holder | $1,179 | $6,599-82.1% | $5,377-78.1% | $11,403-89.7% |