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 | $121,815 | $102,966+18.3% | $90,281+34.9% | $152,861-20.3% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 21.93% | 95.16%-73.2pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,000 | $3,139-4.4% | $2,854+5.1% | $4,762-37.0% |
| Participant deferral / active EE | $3,246 | $4,281-24.2% | $3,885-16.4% | $5,850-44.5% |
| Admin fee / account holder | $1,451 | $6,171-76.5% | $5,351-72.9% | $11,596-87.5% |