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 | $88,438 | $57,281+54.4% | $86,612+2.1% | $75,163+17.7% |
| Participation rate | 61.2% | 63.2%-2.0pp | 71.7%-10.5pp | 67.2%-6.0pp |
| Annual return | 28.34% | 2670.75%-2642.4pp | 591.07%-562.7pp | 160.62%-132.3pp |
| Employer contribution / active EE | $5,056 | $2,314+118.5% | $3,022+67.3% | $2,670+89.4% |
| Participant deferral / active EE | $11,410 | $3,318+243.9% | $4,438+157.1% | $4,125+176.6% |
| Admin fee / account holder | $17,836 | $4,112+333.8% | $5,614+217.7% | $5,651+215.6% |