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 3-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 | $221,006 | $214,378+3.1% | $200,582+10.2% | $142,382+55.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 13.73% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,460 | $6,841-78.7% | $6,419-77.3% | $4,299-66.0% |
| Participant deferral / active EE | $11,484 | $9,865+16.4% | $9,331+23.1% | $6,507+76.5% |
| Admin fee / account holder | $222,109 | $17,692+1155.4% | $16,305+1262.3% | $12,624+1659.5% |