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 | $102,225 | $162,781-37.2% | $133,956-23.7% | $158,922-35.7% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 11.17% | 41.94%-30.8pp | 45.09%-33.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $8,758 | $4,975+76.0% | $3,919+123.5% | $4,761+84.0% |
| Participant deferral / active EE | $19,365 | $5,911+227.6% | $5,048+283.7% | $5,982+223.7% |
| Admin fee / account holder | $218,331 | $11,736+1760.3% | $8,927+2345.7% | $11,246+1841.5% |