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 | $125,173 | $88,751+41.0% | $81,812+53.0% | $145,922-14.2% |
| Participation rate | 21.1% | 75.0%-54.0pp | 72.3%-51.3pp | 80.3%-59.2pp |
| Annual return | 13.53% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $883 | $3,083-71.4% | $2,912-69.7% | $4,660-81.0% |
| Participant deferral / active EE | $2,942 | $4,643-36.6% | $4,319-31.9% | $6,688-56.0% |
| Admin fee / account holder | $6,545 | $8,415-22.2% | $7,386-11.4% | $13,397-51.1% |