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 | $90,673 | $30,400+198.3% | $53,898+68.2% | $84,808+6.9% |
| Participation rate | 33.8% | 46.4%-12.6pp | 55.0%-21.2pp | 68.3%-34.5pp |
| Annual return | 15.66% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,084 | $603+79.9% | $932+16.3% | $2,631-58.8% |
| Participant deferral / active EE | $3,374 | $1,199+181.5% | $1,826+84.8% | $4,212-19.9% |
| Admin fee / account holder | $2,243 | $1,993+12.5% | $2,491-9.9% | $7,344-69.5% |