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 | $142,511 | $148,534-4.1% | $135,903+4.9% | $139,434+2.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 13.95% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,936 | $5,243-63.1% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $6,012 | $8,100-25.8% | $7,758-22.5% | $6,710-10.4% |
| Admin fee / account holder | $887 | $12,400-92.8% | $10,762-91.8% | $11,403-92.2% |