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 | $114,032 | $71,192+60.2% | $117,854-3.2% | $62,292+83.1% |
| Participation rate | 45.6% | 74.2%-28.6pp | 79.7%-34.0pp | 69.5%-23.9pp |
| Annual return | 15.79% | 18.66%-2.9pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $972 | $1,934-49.7% | $3,786-74.3% | $2,042-52.4% |
| Participant deferral / active EE | $2,728 | $3,189-14.4% | $4,482-39.1% | $3,169-13.9% |
| Admin fee / account holder | $1,243 | $587+111.7% | $8,020-84.5% | $479+159.4% |