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 | $97,281 | $70,606+37.8% | $53,898+80.5% | $142,382-31.7% |
| Participation rate | 18.8% | 63.7%-45.0pp | 55.0%-36.2pp | 80.1%-61.4pp |
| Annual return | 18.86% | 619.81%-601.0pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $890 | $1,202-25.9% | $932-4.5% | $4,299-79.3% |
| Participant deferral / active EE | $2,442 | $2,364+3.3% | $1,826+33.7% | $6,507-62.5% |
| Admin fee / account holder | $6,143 | $2,852+115.4% | $2,491+146.6% | $12,624-51.3% |