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 | $172,842 | $70,606+144.8% | $53,898+220.7% | $142,382+21.4% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 19.21% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $556 | $1,202-53.8% | $932-40.4% | $4,299-87.1% |
| Participant deferral / active EE | $2,793 | $2,364+18.2% | $1,826+52.9% | $6,507-57.1% |
| Admin fee / account holder | $2,613 | $2,852-8.4% | $2,491+4.9% | $12,624-79.3% |