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 | $74,333 | $70,606+5.3% | $53,898+37.9% | $142,382-47.8% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 12.53% | 619.81%-607.3pp | 528.60%-516.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,494 | $1,202+24.3% | $932+60.3% | $4,299-65.3% |
| Participant deferral / active EE | $3,144 | $2,364+33.0% | $1,826+72.1% | $6,507-51.7% |
| Admin fee / account holder | $4,186 | $2,852+46.8% | $2,491+68.1% | $12,624-66.8% |