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 | $122,574 | $157,256-22.1% | $141,162-13.2% | $152,861-19.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 26.00% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,111 | $5,261-59.9% | $4,735-55.4% | $4,762-55.7% |
| Participant deferral / active EE | $6,301 | $7,109-11.4% | $6,709-6.1% | $5,850+7.7% |
| Admin fee / account holder | $77,594 | $12,120+540.2% | $10,261+656.2% | $11,596+569.1% |