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 10-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 | $88,196 | $99,877-11.7% | $84,966+3.8% | $145,922-39.6% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.6pp |
| Annual return | 15.12% | 83.76%-68.6pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,364 | $3,231-57.8% | $2,727-50.0% | $4,660-70.7% |
| Participant deferral / active EE | $2,151 | $5,291-59.3% | $4,519-52.4% | $6,688-67.8% |
| Admin fee / account holder | $34,258 | $7,248+372.7% | $6,149+457.2% | $13,397+155.7% |