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 | $193,406 | $214,378-9.8% | $200,582-3.6% | $142,382+35.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 13.67% | 46.41%-32.7pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,555 | $6,841+25.1% | $6,419+33.3% | $4,299+99.0% |
| Participant deferral / active EE | $4,168 | $9,865-57.8% | $9,331-55.3% | $6,507-36.0% |
| Admin fee / account holder | $2,198 | $17,692-87.6% | $16,305-86.5% | $12,624-82.6% |