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 | $76,309 | $29,660+157.3% | $56,411+35.3% | $80,856-5.6% |
| Participation rate | 66.2% | 41.6%+24.5pp | 52.5%+13.7pp | 67.6%-1.5pp |
| Annual return | 11.42% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,153 | $669+221.7% | $1,039+107.3% | $2,755-21.8% |
| Participant deferral / active EE | $4,323 | $1,226+252.7% | $1,952+121.5% | $4,296+0.6% |
| Admin fee / account holder | $10,737 | $2,428+342.3% | $2,829+279.5% | $6,918+55.2% |