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 | $94,532 | $102,382-7.7% | $147,005-35.7% | $80,874+16.9% |
| Participation rate | 57.6% | 75.8%-18.3pp | 82.2%-24.6pp | 67.6%-10.1pp |
| Annual return | 12.87% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,014 | $3,715-72.7% | $4,934-79.5% | $2,756-63.2% |
| Participant deferral / active EE | $2,661 | $6,646-60.0% | $8,070-67.0% | $4,297-38.1% |
| Admin fee / account holder | $3,324 | $7,942-58.1% | $13,006-74.4% | $6,935-52.1% |