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 7-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 | $96,414 | $70,756+36.3% | $65,493+47.2% | $142,382-32.3% |
| Participation rate | 59.1% | 77.4%-18.3pp | 73.1%-14.0pp | 80.1%-21.0pp |
| Annual return | 14.96% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,927 | $2,881+71.1% | $2,574+91.4% | $4,299+14.6% |
| Participant deferral / active EE | $6,897 | $4,637+48.7% | $3,961+74.1% | $6,507+6.0% |
| Admin fee / account holder | $11,508 | $6,559+75.5% | $5,028+128.9% | $12,624-8.8% |