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 | $238,535 | $152,509+56.4% | $117,472+103.1% | $134,475+77.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.64% | 52.99%-68.6pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $9,426 | $5,571+69.2% | $4,176+125.7% | $4,740+98.9% |
| Participant deferral / active EE | $8,922 | $4,818+85.2% | $4,070+119.2% | $6,400+39.4% |
| Admin fee / account holder | $831 | $7,004-88.1% | $5,645-85.3% | $11,426-92.7% |