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 | $88,999 | $31,310+184.2% | $53,898+65.1% | $74,304+19.8% |
| Participation rate | 57.4% | 30.7%+26.7pp | 55.0%+2.4pp | 60.3%-3.0pp |
| Annual return | 15.82% | 23.16%-7.3pp | 528.60%-512.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,236 | $450+397.1% | $932+139.9% | $2,241-0.2% |
| Participant deferral / active EE | $4,923 | $934+426.9% | $1,826+169.6% | $3,767+30.7% |
| Admin fee / account holder | $6,567 | $2,175+201.9% | $2,491+163.6% | $2,969+121.2% |