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 | $109,860 | $83,902+30.9% | $167,512-34.4% | $84,808+29.5% |
| Participation rate | 53.3% | 66.5%-13.1pp | 77.1%-23.7pp | 68.3%-15.0pp |
| Annual return | 13.87% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,445 | $2,264+8.0% | $3,882-37.0% | $2,631-7.1% |
| Participant deferral / active EE | $3,995 | $4,442-10.1% | $6,405-37.6% | $4,212-5.2% |
| Admin fee / account holder | $2,792 | $7,915-64.7% | $9,769-71.4% | $7,344-62.0% |