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 | $97,371 | $106,890-8.9% | $84,015+15.9% | $152,861-36.3% |
| Participation rate | 16.7% | 75.2%-58.6pp | 69.0%-52.3pp | 82.4%-65.8pp |
| Annual return | 28.74% | 104.99%-76.2pp | 71.31%-42.6pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,110 | $2,734-59.4% | $1,983-44.0% | $4,762-76.7% |
| Participant deferral / active EE | $3,115 | $4,011-22.3% | $3,239-3.8% | $5,850-46.7% |
| Admin fee / account holder | $529 | $8,285-93.6% | $6,101-91.3% | $11,596-95.4% |