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 | $188,264 | $165,335+13.9% | $149,696+25.8% | $158,922+18.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 108.77% | 348.15%-239.4pp | 276.60%-167.8pp | 302.83%-194.1pp |
| Employer contribution / active EE | $4,589 | $5,103-10.1% | $4,644-1.2% | $4,761-3.6% |
| Participant deferral / active EE | $7,845 | $7,181+9.2% | $6,842+14.7% | $5,982+31.1% |
| Admin fee / account holder | $4,326 | $10,807-60.0% | $9,309-53.5% | $11,246-61.5% |