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 | $228,282 | $102,382+123.0% | $147,005+55.3% | $80,874+182.3% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.2%-26.9pp | 67.6%-12.4pp |
| Annual return | 16.06% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,724 | $3,715-53.6% | $4,934-65.1% | $2,756-37.4% |
| Participant deferral / active EE | $3,962 | $6,646-40.4% | $8,070-50.9% | $4,297-7.8% |
| Admin fee / account holder | $3,267 | $7,942-58.9% | $13,006-74.9% | $6,935-52.9% |