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 | $102,613 | $30,400+237.5% | $53,898+90.4% | $84,808+21.0% |
| Participation rate | 23.3% | 46.4%-23.1pp | 55.0%-31.6pp | 68.3%-45.0pp |
| Annual return | 17.99% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $601 | $603-0.3% | $932-35.5% | $2,631-77.2% |
| Participant deferral / active EE | $2,292 | $1,199+91.2% | $1,826+25.5% | $4,212-45.6% |
| Admin fee / account holder | $1,208 | $1,993-39.4% | $2,491-51.5% | $7,344-83.6% |