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 | $136,582 | $113,935+19.9% | $94,224+45.0% | $125,391+8.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 1.33% | 5.29%-4.0pp | 10.68%-9.4pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,688 | $4,727-64.3% | $3,587-52.9% | $4,866-65.3% |
| Participant deferral / active EE | $10,190 | $5,179+96.8% | $4,320+135.9% | $5,352+90.4% |
| Admin fee / account holder | $73,089 | $8,391+771.0% | $6,269+1065.9% | $9,540+666.1% |