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 | $78,781 | $70,606+11.6% | $53,898+46.2% | $142,382-44.7% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 11.46% | 619.81%-608.3pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $567 | $1,202-52.8% | $932-39.1% | $4,299-86.8% |
| Participant deferral / active EE | $2,806 | $2,364+18.7% | $1,826+53.6% | $6,507-56.9% |
| Admin fee / account holder | $15,642 | $2,852+448.5% | $2,491+528.0% | $12,624+23.9% |