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 | $158,107 | $178,174-11.3% | $156,181+1.2% | $137,256+15.2% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 17.21% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,249 | $4,972-54.8% | $4,294-47.6% | $4,156-45.9% |
| Participant deferral / active EE | $7,504 | $6,888+8.9% | $6,132+22.4% | $6,407+17.1% |
| Admin fee / account holder | $918 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |