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 | $173,024 | $210,648-17.9% | $177,989-2.8% | $145,922+18.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 8.40% | 385.86%-377.5pp | 294.48%-286.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,186 | $4,565-52.1% | $3,949-44.6% | $4,660-53.1% |
| Participant deferral / active EE | $7,168 | $6,958+3.0% | $6,276+14.2% | $6,688+7.2% |
| Admin fee / account holder | $7,922 | $12,013-34.1% | $10,363-23.6% | $13,397-40.9% |