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 7-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 | $160,942 | $226,064-28.8% | $182,532-11.8% | $152,861+5.3% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.0%-25.3pp | 82.4%-29.8pp |
| Annual return | 21.29% | 192.51%-171.2pp | 148.54%-127.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,775 | $4,978-4.1% | $4,076+17.2% | $4,762+0.3% |
| Participant deferral / active EE | $7,845 | $6,368+23.2% | $5,524+42.0% | $5,850+34.1% |
| Admin fee / account holder | $1,450 | $10,703-86.5% | $8,592-83.1% | $11,596-87.5% |