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 8-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 | $98,921 | $102,604-3.6% | $86,188+14.8% | $139,434-29.1% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 15.91% | 1922.51%-1906.6pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,280 | $3,032-24.8% | $2,380-4.2% | $4,751-52.0% |
| Participant deferral / active EE | $3,364 | $4,676-28.1% | $3,985-15.6% | $6,710-49.9% |
| Admin fee / account holder | $17,209 | $8,657+98.8% | $6,852+151.2% | $11,403+50.9% |