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 6-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 | $138,896 | $201,259-31.0% | $184,200-24.6% | $145,959-4.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.63% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.3pp |
| Employer contribution / active EE | $5,333 | $7,018-24.0% | $6,424-17.0% | $4,661+14.4% |
| Participant deferral / active EE | $10,900 | $9,806+11.2% | $9,132+19.4% | $6,689+63.0% |
| Admin fee / account holder | $37,163 | $16,372+127.0% | $13,907+167.2% | $13,398+177.4% |