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 | $145,659 | $176,056-17.3% | $159,436-8.6% | $167,490-13.0% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 13.38% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,465 | $5,297-53.5% | $4,829-49.0% | $4,837-49.0% |
| Participant deferral / active EE | $5,587 | $7,750-27.9% | $7,352-24.0% | $6,341-11.9% |
| Admin fee / account holder | $22,813 | $12,554+81.7% | $10,799+111.3% | $12,309+85.3% |