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 | $186,040 | $226,064-17.7% | $182,532+1.9% | $152,861+21.7% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.0%-19.6pp | 82.4%-24.1pp |
| Annual return | 19.73% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $6,089 | $4,978+22.3% | $4,076+49.4% | $4,762+27.9% |
| Participant deferral / active EE | $13,781 | $6,368+116.4% | $5,524+149.5% | $5,850+135.6% |
| Admin fee / account holder | $91,747 | $10,703+757.2% | $8,592+967.8% | $11,596+691.2% |