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 | $140,291 | $70,606+98.7% | $53,898+160.3% | $142,382-1.5% |
| Participation rate | 26.1% | 63.7%-37.6pp | 55.0%-28.9pp | 80.1%-54.0pp |
| Annual return | 17.94% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,187 | $1,202-1.2% | $932+27.4% | $4,299-72.4% |
| Participant deferral / active EE | $2,386 | $2,364+0.9% | $1,826+30.7% | $6,507-63.3% |
| Admin fee / account holder | $707 | $2,852-75.2% | $2,491-71.6% | $12,624-94.4% |