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 8-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 | $85,753 | $70,606+21.5% | $53,898+59.1% | $142,382-39.8% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 16.15% | 619.81%-603.7pp | 528.60%-512.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,761 | $1,202+212.9% | $932+303.5% | $4,299-12.5% |
| Participant deferral / active EE | $1,617 | $2,364-31.6% | $1,826-11.5% | $6,507-75.2% |
| Admin fee / account holder | $4,460 | $2,852+56.4% | $2,491+79.1% | $12,624-64.7% |