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 | $88,081 | $43,133+104.2% | $89,391-1.5% | $73,488+19.9% |
| Participation rate | 57.3% | 55.0%+2.3pp | 68.0%-10.7pp | 70.7%-13.4pp |
| Annual return | 14.40% | 135.66%-121.3pp | 245.62%-231.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,730 | $1,438+20.4% | $2,586-33.1% | $2,270-23.8% |
| Participant deferral / active EE | $3,306 | $2,445+35.2% | $3,890-15.0% | $3,740-11.6% |
| Admin fee / account holder | $9,007 | $444+1929.7% | $4,881+84.5% | $513+1655.5% |