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 | $127,349 | $73,360+73.6% | $177,989-28.5% | $74,495+70.9% |
| Participation rate | 32.5% | 66.6%-34.1pp | 77.1%-44.5pp | 67.2%-34.7pp |
| Annual return | 13.57% | 17.49%-3.9pp | 294.48%-280.9pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,034 | $2,216-53.3% | $3,949-73.8% | $2,623-60.6% |
| Participant deferral / active EE | $2,218 | $4,513-50.9% | $6,276-64.7% | $4,346-49.0% |
| Admin fee / account holder | $9,124 | $1,808+404.7% | $10,363-12.0% | $1,942+369.9% |