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 | $157,761 | $58,234+170.9% | $81,783+92.9% | $80,874+95.1% |
| Participation rate | 21.2% | 63.4%-42.2pp | 72.4%-51.1pp | 67.6%-46.4pp |
| Annual return | 1133.58% | 41.70%+1091.9pp | 775.05%+358.5pp | 35.62%+1098.0pp |
| Employer contribution / active EE | $415 | $2,341-82.3% | $2,913-85.8% | $2,756-85.0% |
| Participant deferral / active EE | $983 | $3,283-70.1% | $4,320-77.3% | $4,297-77.1% |
| Admin fee / account holder | $7,078 | $4,982+42.1% | $7,380-4.1% | $6,935+2.1% |