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 7-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 | $150,369 | $175,202-14.2% | $149,673+0.5% | $139,434+7.8% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.0pp |
| Annual return | 21.04% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,351 | $5,474-75.3% | $4,818-72.0% | $4,751-71.6% |
| Participant deferral / active EE | $3,966 | $6,519-39.2% | $5,680-30.2% | $6,710-40.9% |
| Admin fee / account holder | $1,426 | $16,150-91.2% | $13,210-89.2% | $11,403-87.5% |