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 | $109,051 | $91,538+19.1% | $129,995-16.1% | $75,163+45.1% |
| Participation rate | 54.8% | 71.4%-16.6pp | 78.5%-23.6pp | 67.2%-12.4pp |
| Annual return | 18.40% | -631.11%+649.5pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $852 | $2,845-70.1% | $4,320-80.3% | $2,670-68.1% |
| Participant deferral / active EE | $1,929 | $4,341-55.6% | $5,820-66.9% | $4,125-53.2% |
| Admin fee / account holder | $3,604 | $6,790-46.9% | $10,614-66.0% | $5,651-36.2% |