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 | $92,927 | $79,694+16.6% | $96,139-3.3% | $79,386+17.1% |
| Participation rate | 57.0% | 54.0%+3.0pp | 68.4%-11.4pp | 70.7%-13.7pp |
| Annual return | 13.64% | 40.84%-27.2pp | 191.94%-178.3pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,819 | $1,443+26.0% | $2,797-35.0% | $2,427-25.1% |
| Participant deferral / active EE | $3,440 | $2,539+35.5% | $4,349-20.9% | $4,046-15.0% |
| Admin fee / account holder | $4,947 | $630+685.0% | $5,537-10.7% | $626+689.7% |