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 | $141,492 | $159,602-11.3% | $150,045-5.7% | $142,382-0.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 25.05% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $32,747 | $4,961+560.1% | $4,693+597.8% | $4,299+661.7% |
| Participant deferral / active EE | $18,425 | $8,310+121.7% | $7,997+130.4% | $6,507+183.1% |
| Admin fee / account holder | $37,716 | $14,846+154.0% | $13,435+180.7% | $12,624+198.8% |