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 6-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 | $90,180 | $102,317-11.9% | $146,958-38.6% | $80,856+11.5% |
| Participation rate | 37.0% | 75.8%-38.9pp | 82.2%-45.2pp | 67.6%-30.7pp |
| Annual return | 12.47% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,497 | $3,713-59.7% | $4,933-69.7% | $2,755-45.7% |
| Participant deferral / active EE | $3,276 | $6,644-50.7% | $8,070-59.4% | $4,296-23.7% |
| Admin fee / account holder | $463 | $7,941-94.2% | $12,998-96.4% | $6,918-93.3% |