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 | $163,352 | $172,478-5.3% | $145,661+12.1% | $142,382+14.7% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 14.16% | 151.09%-136.9pp | 101.46%-87.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,500 | $4,899+114.3% | $4,238+147.8% | $4,299+144.2% |
| Participant deferral / active EE | $18,583 | $8,348+122.6% | $7,198+158.2% | $6,507+185.6% |
| Admin fee / account holder | $719 | $16,864-95.7% | $12,466-94.2% | $12,624-94.3% |