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 | $124,352 | $99,918+24.5% | $81,382+52.8% | $145,922-14.8% |
| Participation rate | 69.6% | 74.2%-4.6pp | 69.5%+0.1pp | 80.3%-10.7pp |
| Annual return | 13.29% | 34.32%-21.0pp | 24.73%-11.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,126 | $2,978-62.2% | $2,463-54.3% | $4,660-75.8% |
| Participant deferral / active EE | $6,510 | $4,605+41.4% | $3,883+67.6% | $6,688-2.7% |
| Admin fee / account holder | $91,376 | $8,212+1012.7% | $5,768+1484.1% | $13,397+582.1% |