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 | $176,883 | $201,272-12.1% | $184,203-4.0% | $145,922+21.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 14.80% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,735 | $7,022-75.3% | $6,427-73.0% | $4,660-62.8% |
| Participant deferral / active EE | $14,567 | $9,806+48.6% | $9,131+59.5% | $6,688+117.8% |
| Admin fee / account holder | $830 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |