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 | $77,916 | $34,308+127.1% | $74,701+4.3% | $72,985+6.8% |
| Participation rate | 52.7% | 42.4%+10.3pp | 54.5%-1.8pp | 69.5%-16.8pp |
| Annual return | 23.00% | 26.58%-3.6pp | 752.92%-729.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,366 | $692+97.5% | $1,084+26.0% | $2,440-44.0% |
| Participant deferral / active EE | $4,127 | $1,271+224.7% | $1,964+110.2% | $3,607+14.4% |
| Admin fee / account holder | $8,997 | $2,124+323.5% | $3,333+169.9% | $5,124+75.6% |