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 | $163,767 | $94,338+73.6% | $100,534+62.9% | $142,382+15.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 80.6%-30.6pp | 80.1%-30.1pp |
| Annual return | 16.07% | 29.20%-13.1pp | 32.66%-16.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,235 | $4,237-23.7% | $4,346-25.6% | $4,299-24.8% |
| Participant deferral / active EE | $16,724 | $5,934+181.8% | $6,144+172.2% | $6,507+157.0% |
| Admin fee / account holder | $4,809 | $8,421-42.9% | $7,654-37.2% | $12,624-61.9% |