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 | $198,832 | $176,056+12.9% | $159,436+24.7% | $167,490+18.7% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 21.14% | 331.75%-310.6pp | 263.57%-242.4pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,712 | $5,297-67.7% | $4,829-64.6% | $4,837-64.6% |
| Participant deferral / active EE | $5,994 | $7,750-22.7% | $7,352-18.5% | $6,341-5.5% |
| Admin fee / account holder | $5,240 | $12,554-58.3% | $10,799-51.5% | $12,309-57.4% |