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 | $93,870 | $99,921-6.1% | $85,009+10.4% | $145,959-35.7% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.17% | 83.89%-70.7pp | 66.47%-53.3pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,556 | $3,233-51.9% | $2,728-43.0% | $4,661-66.6% |
| Participant deferral / active EE | $4,669 | $5,293-11.8% | $4,522+3.3% | $6,689-30.2% |
| Admin fee / account holder | $50,770 | $7,252+600.1% | $6,153+725.2% | $13,398+278.9% |