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 | $177,259 | $65,409+171.0% | $98,442+80.1% | $85,850+106.5% |
| Participation rate | 12.1% | 65.0%-52.9pp | 73.3%-61.3pp | 69.3%-57.2pp |
| Annual return | 21.02% | 21.76%-0.7pp | 1492.73%-1471.7pp | 318.53%-297.5pp |
| Employer contribution / active EE | $601 | $2,168-72.3% | $2,960-79.7% | $2,565-76.6% |
| Participant deferral / active EE | $1,300 | $3,166-58.9% | $4,276-69.6% | $3,952-67.1% |
| Admin fee / account holder | $4,183 | $4,593-8.9% | $5,949-29.7% | $6,260-33.2% |