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 | $87,281 | $88,751-1.7% | $81,812+6.7% | $145,922-40.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 27.21% | 1025.40%-998.2pp | 773.79%-746.6pp | 561.29%-534.1pp |
| Employer contribution / active EE | $839 | $3,083-72.8% | $2,912-71.2% | $4,660-82.0% |
| Participant deferral / active EE | $2,743 | $4,643-40.9% | $4,319-36.5% | $6,688-59.0% |
| Admin fee / account holder | $453 | $8,415-94.6% | $7,386-93.9% | $13,397-96.6% |