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 9-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 | $81,751 | $65,409+25.0% | $98,442-17.0% | $85,850-4.8% |
| Participation rate | 57.6% | 65.0%-7.4pp | 73.3%-15.8pp | 69.3%-11.7pp |
| Annual return | 18.20% | 21.76%-3.6pp | 1492.73%-1474.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $3,028 | $2,168+39.7% | $2,960+2.3% | $2,565+18.0% |
| Participant deferral / active EE | $6,685 | $3,166+111.1% | $4,276+56.3% | $3,952+69.2% |
| Admin fee / account holder | $25,347 | $4,593+451.9% | $5,949+326.1% | $6,260+304.9% |