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 | $55,889 | $55,415+0.9% | $155,509-64.1% | $74,495-25.0% |
| Participation rate | 63.8% | 61.9%+1.9pp | 78.2%-14.4pp | 67.2%-3.4pp |
| Annual return | 17.38% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,935 | $2,267-14.7% | $4,672-58.6% | $2,623-26.2% |
| Participant deferral / active EE | $3,637 | $2,836+28.2% | $5,626-35.4% | $4,346-16.3% |
| Admin fee / account holder | $997 | $1,738-42.7% | $15,912-93.7% | $1,942-48.7% |