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 | $69,395 | $51,576+34.6% | $129,207-46.3% | $80,856-14.2% |
| Participation rate | 67.6% | 57.0%+10.7pp | 69.6%-2.0pp | 67.6%0pp |
| Annual return | 14.73% | 20.81%-6.1pp | 9417.33%-9402.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,078 | $1,584-32.0% | $4,153-74.1% | $2,755-60.9% |
| Participant deferral / active EE | $2,482 | $2,669-7.0% | $4,168-40.5% | $4,296-42.2% |
| Admin fee / account holder | $19,926 | $4,305+362.8% | $7,715+158.3% | $6,918+188.0% |