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 | $100,985 | $83,902+20.4% | $167,512-39.7% | $84,808+19.1% |
| Participation rate | 51.9% | 66.5%-14.6pp | 77.1%-25.2pp | 68.3%-16.5pp |
| Annual return | 13.87% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,703 | $2,264-24.8% | $3,882-56.1% | $2,631-35.3% |
| Participant deferral / active EE | $3,159 | $4,442-28.9% | $6,405-50.7% | $4,212-25.0% |
| Admin fee / account holder | $8,016 | $7,915+1.3% | $9,769-17.9% | $7,344+9.2% |