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 | $88,632 | $70,606+25.5% | $53,898+64.4% | $142,382-37.8% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 17.26% | 619.81%-602.6pp | 528.60%-511.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,778 | $1,202+47.9% | $932+90.7% | $4,299-58.6% |
| Participant deferral / active EE | $5,285 | $2,364+123.6% | $1,826+189.4% | $6,507-18.8% |
| Admin fee / account holder | $34,997 | $2,852+1127.3% | $2,491+1305.1% | $12,624+177.2% |