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 8-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 | $92,256 | $30,400+203.5% | $53,898+71.2% | $84,808+8.8% |
| Participation rate | 22.6% | 46.4%-23.9pp | 55.0%-32.4pp | 68.3%-45.7pp |
| Annual return | 18.91% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $501 | $603-16.9% | $932-46.3% | $2,631-81.0% |
| Participant deferral / active EE | $2,280 | $1,199+90.3% | $1,826+24.9% | $4,212-45.9% |
| Admin fee / account holder | $1,515 | $1,993-24.0% | $2,491-39.2% | $7,344-79.4% |