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 | $231,733 | $109,327+112.0% | $89,391+159.2% | $158,922+45.8% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 13.05% | 345.68%-332.6pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $330 | $3,170-89.6% | $2,586-87.2% | $4,761-93.1% |
| Participant deferral / active EE | $7,662 | $4,598+66.6% | $3,890+97.0% | $5,982+28.1% |
| Admin fee / account holder | $1,965 | $6,153-68.1% | $4,881-59.8% | $11,246-82.5% |