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 6-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 | $96,098 | $49,922+92.5% | $80,569+19.3% | $75,163+27.9% |
| Participation rate | 55.2% | 55.3%-0.1pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 24.17% | 34.69%-10.5pp | 935.43%-911.3pp | 160.62%-136.4pp |
| Employer contribution / active EE | $3,849 | $1,698+126.6% | $2,723+41.3% | $2,670+44.2% |
| Participant deferral / active EE | $7,119 | $2,990+138.1% | $4,447+60.1% | $4,125+72.6% |
| Admin fee / account holder | $3,029 | $3,577-15.3% | $5,377-43.7% | $5,651-46.4% |