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 | $96,840 | $101,069-4.2% | $81,478+18.9% | $147,584-34.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 19.67% | 32.40%-12.7pp | 38.78%-19.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,469 | $3,205+70.6% | $2,568+113.0% | $4,876+12.1% |
| Participant deferral / active EE | $5,235 | $4,242+23.4% | $3,537+48.0% | $5,439-3.8% |
| Admin fee / account holder | $486 | $5,812-91.6% | $4,561-89.3% | $10,885-95.5% |