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 | $110,700 | $79,184+39.8% | $102,438+8.1% | $74,546+48.5% |
| Participation rate | 54.8% | 74.8%-20.0pp | 76.5%-21.7pp | 67.2%-12.4pp |
| Annual return | 13.09% | 54.95%-41.9pp | 29.37%-16.3pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,769 | $2,362-25.1% | $3,024-41.5% | $2,624-32.6% |
| Participant deferral / active EE | $4,505 | $4,414+2.0% | $5,054-10.9% | $4,347+3.6% |
| Admin fee / account holder | $17,761 | $2,001+787.5% | $9,448+88.0% | $1,944+813.8% |