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 | $55,610 | $55,415+0.4% | $155,509-64.2% | $74,495-25.3% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 12.88% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,407 | $2,267-38.0% | $4,672-69.9% | $2,623-46.4% |
| Participant deferral / active EE | $3,125 | $2,836+10.2% | $5,626-44.4% | $4,346-28.1% |
| Admin fee / account holder | $11,157 | $1,738+541.8% | $15,912-29.9% | $1,942+474.6% |