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 | $163,127 | $175,202-6.9% | $149,673+9.0% | $139,434+17.0% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 14.90% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,301 | $5,474-76.2% | $4,818-73.0% | $4,751-72.6% |
| Participant deferral / active EE | $7,041 | $6,519+8.0% | $5,680+24.0% | $6,710+4.9% |
| Admin fee / account holder | $54,183 | $16,150+235.5% | $13,210+310.2% | $11,403+375.2% |