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 7-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 | $89,237 | $70,606+26.4% | $53,898+65.6% | $142,382-37.3% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 16.85% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,404 | $1,202+16.8% | $932+50.7% | $4,299-67.3% |
| Participant deferral / active EE | $5,310 | $2,364+124.6% | $1,826+190.8% | $6,507-18.4% |
| Admin fee / account holder | $2,196 | $2,852-23.0% | $2,491-11.8% | $12,624-82.6% |