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 | $147,609 | $96,635+52.7% | $86,612+70.4% | $139,434+5.9% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 11.72% | 106.41%-94.7pp | 591.07%-579.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,625 | $3,263-50.2% | $3,022-46.2% | $4,751-65.8% |
| Participant deferral / active EE | $3,138 | $4,836-35.1% | $4,438-29.3% | $6,710-53.2% |
| Admin fee / account holder | $46,375 | $6,408+623.7% | $5,614+726.0% | $11,403+306.7% |