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 6-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 | $140,992 | $95,416+47.8% | $185,823-24.1% | $85,850+64.2% |
| Participation rate | 57.5% | 68.8%-11.3pp | 81.7%-24.2pp | 69.3%-11.8pp |
| Annual return | 23.36% | 23.59%-0.2pp | 122.05%-98.7pp | 318.53%-295.2pp |
| Employer contribution / active EE | $2,777 | $3,314-16.2% | $5,167-46.3% | $2,565+8.3% |
| Participant deferral / active EE | $6,663 | $3,423+94.6% | $5,568+19.7% | $3,952+68.6% |
| Admin fee / account holder | $18,964 | $7,213+162.9% | $16,237+16.8% | $6,260+202.9% |