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 | $96,038 | $73,360+30.9% | $177,989-46.0% | $74,495+28.9% |
| Participation rate | 55.4% | 66.6%-11.2pp | 77.1%-21.7pp | 67.2%-11.8pp |
| Annual return | 25.52% | 17.49%+8.0pp | 294.48%-269.0pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $2,150 | $2,216-3.0% | $3,949-45.5% | $2,623-18.0% |
| Participant deferral / active EE | $3,959 | $4,513-12.3% | $6,276-36.9% | $4,346-8.9% |
| Admin fee / account holder | $4,332 | $1,808+139.7% | $10,363-58.2% | $1,942+123.1% |