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 | $133,905 | $152,587-12.2% | $125,175+7.0% | $152,861-12.4% |
| Participation rate | 54.5% | 83.3%-28.8pp | 79.8%-25.2pp | 82.4%-27.9pp |
| Annual return | 20.21% | 54.84%-34.6pp | 43.79%-23.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,995 | $4,946-39.4% | $3,865-22.5% | $4,762-37.1% |
| Participant deferral / active EE | $6,429 | $5,868+9.6% | $4,937+30.2% | $5,850+9.9% |
| Admin fee / account holder | $16,211 | $13,434+20.7% | $9,702+67.1% | $11,596+39.8% |