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 9-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 | $167,886 | $172,111-2.5% | $150,298+11.7% | $137,256+22.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 13.53% | 69.37%-55.8pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,941 | $4,636-58.1% | $4,154-53.3% | $4,156-53.3% |
| Participant deferral / active EE | $7,281 | $6,166+18.1% | $5,453+33.5% | $6,407+13.6% |
| Admin fee / account holder | $1,528 | $16,471-90.7% | $14,116-89.2% | $12,270-87.5% |