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 | $114,629 | $105,126+9.0% | $94,646+21.1% | $139,434-17.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 14.50% | 38.03%-23.5pp | 156.71%-142.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,910 | $4,106+19.6% | $3,672+33.7% | $4,751+3.4% |
| Participant deferral / active EE | $15,000 | $7,599+97.4% | $7,418+102.2% | $6,710+123.5% |
| Admin fee / account holder | $28,557 | $8,984+217.9% | $7,231+294.9% | $11,403+150.4% |