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 | $99,210 | $81,625+21.5% | $58,482+69.6% | $139,434-28.8% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 50.87% | 7404.20%-7353.3pp | 4239.32%-4188.4pp | 372.94%-322.1pp |
| Employer contribution / active EE | $1,699 | $1,398+21.5% | $1,053+61.3% | $4,751-64.2% |
| Participant deferral / active EE | $3,443 | $2,557+34.7% | $1,924+79.0% | $6,710-48.7% |
| Admin fee / account holder | $4,465 | $3,265+36.7% | $2,516+77.5% | $11,403-60.8% |