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 | $152,761 | $152,587+0.1% | $125,175+22.0% | $152,861-0.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 20.48% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,467 | $4,946-70.3% | $3,865-62.1% | $4,762-69.2% |
| Participant deferral / active EE | $7,133 | $5,868+21.6% | $4,937+44.5% | $5,850+21.9% |
| Admin fee / account holder | $84,151 | $13,434+526.4% | $9,702+767.3% | $11,596+625.7% |