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 | $134,795 | $53,516+151.9% | $126,539+6.5% | $84,808+58.9% |
| Participation rate | 56.9% | 58.2%-1.3pp | 69.8%-12.9pp | 68.3%-11.4pp |
| Annual return | 18.45% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,322 | $1,535+246.8% | $3,674+44.9% | $2,631+102.3% |
| Participant deferral / active EE | $9,796 | $2,671+266.8% | $4,083+140.0% | $4,212+132.6% |
| Admin fee / account holder | $16,068 | $4,497+257.3% | $6,065+164.9% | $7,344+118.8% |