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 | $97,929 | $91,538+7.0% | $129,995-24.7% | $75,163+30.3% |
| Participation rate | 67.9% | 71.4%-3.6pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | 17.78% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $999 | $2,845-64.9% | $4,320-76.9% | $2,670-62.6% |
| Participant deferral / active EE | $2,924 | $4,341-32.6% | $5,820-49.8% | $4,125-29.1% |
| Admin fee / account holder | $6,407 | $6,790-5.7% | $10,614-39.6% | $5,651+13.4% |