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 | $116,385 | $165,335-29.6% | $149,696-22.3% | $158,922-26.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.96% | 348.15%-338.2pp | 276.60%-266.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,407 | $5,103-52.8% | $4,644-48.2% | $4,761-49.5% |
| Participant deferral / active EE | $10,766 | $7,181+49.9% | $6,842+57.4% | $5,982+80.0% |
| Admin fee / account holder | $80,449 | $10,807+644.5% | $9,309+764.2% | $11,246+615.4% |