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 | $102,877 | $52,380+96.4% | $98,755+4.2% | $85,850+19.8% |
| Participation rate | 59.5% | 58.0%+1.6pp | 65.7%-6.2pp | 69.3%-9.8pp |
| Annual return | 12.97% | 25.82%-12.8pp | 49.91%-36.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $497 | $1,337-62.9% | $2,067-76.0% | $2,565-80.6% |
| Participant deferral / active EE | $1,987 | $2,101-5.4% | $3,035-34.5% | $3,952-49.7% |
| Admin fee / account holder | $20,258 | $3,865+424.2% | $4,076+397.0% | $6,260+223.6% |