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 | $188,871 | $162,781+16.0% | $133,956+41.0% | $158,922+18.8% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 7.31% | 41.94%-34.6pp | 45.09%-37.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,853 | $4,975-62.7% | $3,919-52.7% | $4,761-61.1% |
| Participant deferral / active EE | $3,919 | $5,911-33.7% | $5,048-22.4% | $5,982-34.5% |
| Admin fee / account holder | $35,480 | $11,736+202.3% | $8,927+297.4% | $11,246+215.5% |