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 | $126,874 | $96,305+31.7% | $80,569+57.5% | $139,434-9.0% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 16.66% | 1350.08%-1333.4pp | 935.43%-918.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,935 | $3,262-40.7% | $2,723-28.9% | $4,751-59.3% |
| Participant deferral / active EE | $4,102 | $5,232-21.6% | $4,447-7.8% | $6,710-38.9% |
| Admin fee / account holder | $10,997 | $6,599+66.7% | $5,377+104.5% | $11,403-3.6% |