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 | $104,330 | $90,519+15.3% | $93,789+11.2% | $134,475-22.4% |
| Participation rate | 63.6% | 82.0%-18.3pp | 81.0%-17.3pp | 81.2%-17.6pp |
| Annual return | 6.38% | -15.72%+22.1pp | -11.33%+17.7pp | 417.96%-411.6pp |
| Employer contribution / active EE | $1,700 | $4,343-60.9% | $4,323-60.7% | $4,740-64.1% |
| Participant deferral / active EE | $3,340 | $5,978-44.1% | $6,094-45.2% | $6,400-47.8% |
| Admin fee / account holder | $37,631 | $9,252+306.7% | $7,195+423.0% | $11,426+229.4% |