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 6-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 | $180,996 | $202,432-10.6% | $169,368+6.9% | $139,434+29.8% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 13.56% | 531.74%-518.2pp | 405.60%-392.0pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,379 | $4,692-49.3% | $4,013-40.7% | $4,751-49.9% |
| Participant deferral / active EE | $7,600 | $6,938+9.5% | $6,221+22.2% | $6,710+13.3% |
| Admin fee / account holder | $8,909 | $10,708-16.8% | $9,003-1.0% | $11,403-21.9% |