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 | $142,780 | $78,672+81.5% | $109,143+30.8% | $85,850+66.3% |
| Participation rate | 58.5% | 68.3%-9.7pp | 75.9%-17.3pp | 69.3%-10.8pp |
| Annual return | 21.78% | 25.09%-3.3pp | 25.75%-4.0pp | 318.53%-296.8pp |
| Employer contribution / active EE | $1,028 | $2,735-62.4% | $3,722-72.4% | $2,565-59.9% |
| Participant deferral / active EE | $2,497 | $3,467-28.0% | $4,653-46.3% | $3,952-36.8% |
| Admin fee / account holder | $37,636 | $5,469+588.1% | $6,752+457.4% | $6,260+501.2% |