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 | $128,311 | $127,264+0.8% | $109,895+16.8% | $167,490-23.4% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.2%-31.4pp | 82.1%-39.2pp |
| Annual return | 10.46% | 22.97%-12.5pp | 29.45%-19.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,500 | $3,322-54.8% | $2,842-47.2% | $4,837-69.0% |
| Participant deferral / active EE | $3,034 | $4,514-32.8% | $4,048-25.1% | $6,341-52.2% |
| Admin fee / account holder | $65,383 | $7,114+819.0% | $6,066+977.9% | $12,309+431.2% |