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 | $86,941 | $30,400+186.0% | $53,898+61.3% | $84,808+2.5% |
| Participation rate | 10.2% | 46.4%-36.2pp | 55.0%-44.8pp | 68.3%-58.1pp |
| Annual return | 18.93% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $271 | $603-55.0% | $932-70.9% | $2,631-89.7% |
| Participant deferral / active EE | $1,005 | $1,199-16.2% | $1,826-45.0% | $4,212-76.1% |
| Admin fee / account holder | $9,620 | $1,993+382.6% | $2,491+286.2% | $7,344+31.0% |