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 | $74,314 | $70,606+5.3% | $53,898+37.9% | $142,382-47.8% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 19.86% | 619.81%-600.0pp | 528.60%-508.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $515 | $1,202-57.2% | $932-44.8% | $4,299-88.0% |
| Participant deferral / active EE | $643 | $2,364-72.8% | $1,826-64.8% | $6,507-90.1% |
| Admin fee / account holder | $990 | $2,852-65.3% | $2,491-60.3% | $12,624-92.2% |