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 | $41,055 | $30,400+35.0% | $53,898-23.8% | $84,808-51.6% |
| Participation rate | 57.4% | 46.4%+10.9pp | 55.0%+2.4pp | 68.3%-11.0pp |
| Annual return | 72.51% | 500.19%-427.7pp | 528.60%-456.1pp | 40.90%+31.6pp |
| Employer contribution / active EE | $1,810 | $603+200.2% | $932+94.2% | $2,631-31.2% |
| Participant deferral / active EE | $2,858 | $1,199+138.4% | $1,826+56.5% | $4,212-32.1% |
| Admin fee / account holder | $1,182 | $1,993-40.7% | $2,491-52.5% | $7,344-83.9% |