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 | $122,643 | $60,124+104.0% | $90,404+35.7% | $79,858+53.6% |
| Participation rate | 13.8% | 65.0%-51.2pp | 72.7%-58.9pp | 69.6%-55.8pp |
| Annual return | 24.42% | 71.94%-47.5pp | 1293.02%-1268.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $607 | $2,068-70.7% | $3,262-81.4% | $2,471-75.4% |
| Participant deferral / active EE | $970 | $2,938-67.0% | $3,963-75.5% | $3,740-74.1% |
| Admin fee / account holder | $14,750 | $3,976+270.9% | $5,611+162.9% | $5,306+178.0% |