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 | $145,863 | $64,839+125.0% | $95,585+52.6% | $84,808+72.0% |
| Participation rate | 44.8% | 63.8%-19.0pp | 72.1%-27.2pp | 68.3%-23.5pp |
| Annual return | 14.68% | -670.96%+685.6pp | 38.56%-23.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,910 | $1,759+8.6% | $2,527-24.4% | $2,631-27.4% |
| Participant deferral / active EE | $3,930 | $2,965+32.6% | $4,023-2.3% | $4,212-6.7% |
| Admin fee / account holder | $31,325 | $5,964+425.2% | $6,127+411.2% | $7,344+326.6% |