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 | $90,853 | $30,400+198.9% | $53,898+68.6% | $84,808+7.1% |
| Participation rate | 54.2% | 46.4%+7.8pp | 55.0%-0.7pp | 68.3%-14.1pp |
| Annual return | 15.12% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,673 | $603+177.6% | $932+79.5% | $2,631-36.4% |
| Participant deferral / active EE | $3,623 | $1,199+202.3% | $1,826+98.4% | $4,212-14.0% |
| Admin fee / account holder | $4,516 | $1,993+126.6% | $2,491+81.3% | $7,344-38.5% |