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 | $29,051+206.4% | $52,425+69.8% | $67,986+30.9% |
| Participation rate | 57.4% | 30.4%+26.9pp | 55.6%+1.8pp | 57.2%+0.2pp |
| Annual return | 15.82% | 24.00%-8.2pp | 302.12%-286.3pp | 31.67%-15.8pp |
| Employer contribution / active EE | $2,236 | $412+443.0% | $914+144.6% | $2,019+10.8% |
| Participant deferral / active EE | $4,923 | $873+463.9% | $1,790+175.0% | $3,358+46.6% |
| Admin fee / account holder | $6,567 | $2,113+210.8% | $2,495+163.2% | $3,203+105.0% |