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 | $113,385 | $70,606+60.6% | $53,898+110.4% | $142,382-20.4% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 15.85% | 619.81%-604.0pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $297 | $1,202-75.3% | $932-68.1% | $4,299-93.1% |
| Participant deferral / active EE | $1,114 | $2,364-52.9% | $1,826-39.0% | $6,507-82.9% |
| Admin fee / account holder | $2,636 | $2,852-7.6% | $2,491+5.8% | $12,624-79.1% |