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 | $190,254 | $209,336-9.1% | $197,124-3.5% | $137,256+38.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 20.65% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,128 | $6,591-37.4% | $6,227-33.7% | $4,156-0.7% |
| Participant deferral / active EE | $16,738 | $9,614+74.1% | $9,135+83.2% | $6,407+161.2% |
| Admin fee / account holder | $82,437 | $17,308+376.3% | $16,298+405.8% | $12,270+571.8% |