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 | $78,755 | $30,400+159.1% | $53,898+46.1% | $84,808-7.1% |
| Participation rate | 53.8% | 46.4%+7.4pp | 55.0%-1.1pp | 68.3%-14.5pp |
| Annual return | 15.62% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,575 | $603+161.2% | $932+68.9% | $2,631-40.2% |
| Participant deferral / active EE | $4,810 | $1,199+301.3% | $1,826+163.4% | $4,212+14.2% |
| Admin fee / account holder | $1,794 | $1,993-10.0% | $2,491-28.0% | $7,344-75.6% |