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 | $102,016 | $82,978+22.9% | $129,995-21.5% | $71,457+42.8% |
| Participation rate | 53.3% | 74.1%-20.8pp | 78.5%-25.2pp | 67.9%-14.6pp |
| Annual return | 16.20% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,149 | $2,622-18.0% | $4,320-50.3% | $2,588-17.0% |
| Participant deferral / active EE | $4,752 | $4,432+7.2% | $5,820-18.4% | $4,289+10.8% |
| Admin fee / account holder | $10,772 | $1,729+523.0% | $10,614+1.5% | $1,587+578.6% |