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 | $67,823+16.2% | $52,425+50.3% | $137,256-42.6% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 11.46% | 219.11%-207.6pp | 302.12%-290.7pp | 220.34%-208.9pp |
| Employer contribution / active EE | $567 | $1,163-51.2% | $914-38.0% | $4,156-86.4% |
| Participant deferral / active EE | $2,806 | $2,288+22.6% | $1,790+56.7% | $6,407-56.2% |
| Admin fee / account holder | $15,642 | $2,844+450.0% | $2,495+527.0% | $12,270+27.5% |