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 | $159,181 | $202,432-21.4% | $169,368-6.0% | $139,434+14.2% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 17.35% | 531.74%-514.4pp | 405.60%-388.2pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,077 | $4,692-55.7% | $4,013-48.2% | $4,751-56.3% |
| Participant deferral / active EE | $2,651 | $6,938-61.8% | $6,221-57.4% | $6,710-60.5% |
| Admin fee / account holder | $452 | $10,708-95.8% | $9,003-95.0% | $11,403-96.0% |