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 | $103,475 | $27,839+271.7% | $58,482+76.9% | $71,457+44.8% |
| Participation rate | 29.9% | 34.5%-4.7pp | 50.9%-21.0pp | 67.9%-38.1pp |
| Annual return | 15.54% | 26.81%-11.3pp | 4239.32%-4223.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $959 | $631+52.1% | $1,053-8.9% | $2,588-62.9% |
| Participant deferral / active EE | $2,032 | $1,206+68.4% | $1,924+5.6% | $4,289-52.6% |
| Admin fee / account holder | $621 | $1,641-62.2% | $2,516-75.3% | $1,587-60.9% |