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 | $98,742 | $70,428+40.2% | $96,562+2.3% | $85,850+15.0% |
| Participation rate | 54.6% | 61.8%-7.2pp | 69.8%-15.2pp | 69.3%-14.7pp |
| Annual return | 31.12% | 18.59%+12.5pp | 37.78%-6.7pp | 318.53%-287.4pp |
| Employer contribution / active EE | $678 | $1,413-52.1% | $2,356-71.2% | $2,565-73.6% |
| Participant deferral / active EE | $2,550 | $2,894-11.9% | $3,849-33.7% | $3,952-35.5% |
| Admin fee / account holder | $12,252 | $4,997+145.2% | $6,181+98.2% | $6,260+95.7% |