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 8-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 | $100,421 | $107,334-6.4% | $92,893+8.1% | $152,861-34.3% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 19.86% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,551 | $4,221-39.6% | $3,653-30.2% | $4,762-46.4% |
| Participant deferral / active EE | $5,784 | $4,845+19.4% | $4,236+36.5% | $5,850-1.1% |
| Admin fee / account holder | $20,511 | $7,079+189.7% | $5,794+254.0% | $11,596+76.9% |