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 | $144,595 | $65,409+121.1% | $98,442+46.9% | $85,850+68.4% |
| Participation rate | 69.8% | 65.0%+4.8pp | 73.3%-3.5pp | 69.3%+0.5pp |
| Annual return | 12.09% | 21.76%-9.7pp | 1492.73%-1480.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $557 | $2,168-74.3% | $2,960-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $2,901 | $3,166-8.4% | $4,276-32.2% | $3,952-26.6% |
| Admin fee / account holder | $4,178 | $4,593-9.0% | $5,949-29.8% | $6,260-33.3% |