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 | $123,751 | $88,083+40.5% | $164,813-24.9% | $74,495+66.1% |
| Participation rate | 54.7% | 73.0%-18.3pp | 78.6%-23.9pp | 67.2%-12.5pp |
| Annual return | 13.21% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,605 | $2,593-38.1% | $4,341-63.0% | $2,623-38.8% |
| Participant deferral / active EE | $4,128 | $4,498-8.2% | $6,031-31.6% | $4,346-5.0% |
| Admin fee / account holder | $8,962 | $2,234+301.2% | $12,690-29.4% | $1,942+361.5% |