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 | $164,272 | $217,402-24.4% | $185,823-11.6% | $167,490-1.9% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 16.27% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,201 | $5,873-62.5% | $5,167-57.4% | $4,837-54.5% |
| Participant deferral / active EE | $5,192 | $6,356-18.3% | $5,568-6.8% | $6,341-18.1% |
| Admin fee / account holder | $37,145 | $19,811+87.5% | $16,237+128.8% | $12,309+201.8% |