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 5-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 | $194,963 | $197,825-1.4% | $155,790+25.1% | $125,391+55.5% |
| Participation rate | 68.2% | 82.1%-13.9pp | 76.1%-7.9pp | 83.2%-15.0pp |
| Annual return | 1.20% | 86.74%-85.5pp | 71.54%-70.3pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,596 | $4,847-67.1% | $3,836-58.4% | $4,866-67.2% |
| Participant deferral / active EE | $10,757 | $5,630+91.1% | $4,797+124.2% | $5,352+101.0% |
| Admin fee / account holder | $8,381 | $9,545-12.2% | $7,478+12.1% | $9,540-12.1% |