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 | $144,962 | $177,572-18.4% | $154,803-6.4% | $142,382+1.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 16.62% | 65.07%-48.4pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,837 | $4,810-61.8% | $4,305-57.3% | $4,299-57.3% |
| Participant deferral / active EE | $17,375 | $6,272+177.0% | $5,540+213.6% | $6,507+167.0% |
| Admin fee / account holder | $1,039 | $16,786-93.8% | $14,329-92.8% | $12,624-91.8% |