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 | $174,132 | $217,402-19.9% | $185,823-6.3% | $167,490+4.0% |
| Participation rate | 37.5% | 86.0%-48.5pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 11.30% | 148.36%-137.1pp | 122.05%-110.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,001 | $5,873-65.9% | $5,167-61.3% | $4,837-58.6% |
| Participant deferral / active EE | $5,277 | $6,356-17.0% | $5,568-5.2% | $6,341-16.8% |
| Admin fee / account holder | $339 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |