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 | $103,171 | $90,348+14.2% | $75,972+35.8% | $145,922-29.3% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.1%-12.8pp | 80.3%-24.0pp |
| Annual return | 10.68% | 620.88%-610.2pp | 359.55%-348.9pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,875 | $3,311-13.2% | $2,685+7.1% | $4,660-38.3% |
| Participant deferral / active EE | $7,681 | $5,162+48.8% | $4,255+80.5% | $6,688+14.9% |
| Admin fee / account holder | $1,682 | $8,467-80.1% | $6,467-74.0% | $13,397-87.4% |