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 | $130,766 | $114,237+14.5% | $119,258+9.6% | $167,490-21.9% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.7%-49.4pp | 82.1%-48.8pp |
| Annual return | 12.42% | 29.87%-17.4pp | 30.69%-18.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,500 | $4,481-44.2% | $4,384-43.0% | $4,837-48.3% |
| Participant deferral / active EE | $12,542 | $6,084+106.1% | $6,111+105.2% | $6,341+97.8% |
| Admin fee / account holder | $88,138 | $8,932+886.8% | $7,226+1119.8% | $12,309+616.0% |