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 | $92,407 | $83,902+10.1% | $167,512-44.8% | $84,808+9.0% |
| Participation rate | 51.4% | 66.5%-15.0pp | 77.1%-25.6pp | 68.3%-16.9pp |
| Annual return | 13.50% | 91.55%-78.0pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,150 | $2,264-49.2% | $3,882-70.4% | $2,631-56.3% |
| Participant deferral / active EE | $4,251 | $4,442-4.3% | $6,405-33.6% | $4,212+0.9% |
| Admin fee / account holder | $29,275 | $7,915+269.9% | $9,769+199.7% | $7,344+298.6% |