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 7-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 | $17,593 | $85,202-79.4% | $172,739-89.8% | $72,985-75.9% |
| Participation rate | 53.2% | 70.1%-16.9pp | 82.6%-29.5pp | 69.5%-16.3pp |
| Annual return | 32.64% | 27.32%+5.3pp | 802.84%-770.2pp | 81.00%-48.4pp |
| Employer contribution / active EE | $1,571 | $3,324-52.7% | $5,143-69.4% | $2,440-35.6% |
| Participant deferral / active EE | $1,620 | $3,260-50.3% | $5,198-68.8% | $3,607-55.1% |
| Admin fee / account holder | $9,680 | $5,884+64.5% | $13,954-30.6% | $5,124+88.9% |