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 | $81,380 | $54,517+49.3% | $75,972+7.1% | $74,495+9.2% |
| Participation rate | 22.8% | 60.3%-37.5pp | 69.1%-46.3pp | 67.2%-44.4pp |
| Annual return | 16.44% | 31.82%-15.4pp | 359.55%-343.1pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,473 | $3,066-52.0% | $4,255-65.4% | $4,346-66.1% |
| Admin fee / account holder | $1,445 | $2,229-35.1% | $6,467-77.7% | $1,942-25.6% |