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 | $144,201 | $100,773+43.1% | $88,946+62.1% | $142,382+1.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.18% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,288 | $2,918+47.0% | $2,555+67.8% | $4,299-0.3% |
| Participant deferral / active EE | $12,729 | $5,230+143.4% | $4,581+177.8% | $6,507+95.6% |
| Admin fee / account holder | $13,466 | $9,693+38.9% | $8,261+63.0% | $12,624+6.7% |