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 | $156,736 | $109,327+43.4% | $89,391+75.3% | $158,922-1.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 11.02% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,139 | $3,170-1.0% | $2,586+21.4% | $4,761-34.1% |
| Participant deferral / active EE | $11,498 | $4,598+150.0% | $3,890+195.6% | $5,982+92.2% |
| Admin fee / account holder | $1,248 | $6,153-79.7% | $4,881-74.4% | $11,246-88.9% |