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 | $208,587 | $157,256+32.6% | $141,162+47.8% | $152,861+36.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 122.59% | 64.32%+58.3pp | 71.39%+51.2pp | 345.32%-222.7pp |
| Employer contribution / active EE | $2,427 | $5,261-53.9% | $4,735-48.7% | $4,762-49.0% |
| Participant deferral / active EE | $4,163 | $7,109-41.4% | $6,709-38.0% | $5,850-28.8% |
| Admin fee / account holder | $6,733 | $12,120-44.4% | $10,261-34.4% | $11,596-41.9% |