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 | $105,861 | $86,944+21.8% | $107,525-1.5% | $74,304+42.5% |
| Participation rate | 49.6% | 59.6%-10.0pp | 75.1%-25.5pp | 60.3%-10.8pp |
| Annual return | 14.10% | 23.52%-9.4pp | 181.32%-167.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,000 | $2,757-63.7% | $3,754-73.4% | $2,241-55.4% |
| Participant deferral / active EE | $2,652 | $3,554-25.4% | $5,116-48.2% | $3,767-29.6% |
| Admin fee / account holder | $14,224 | $3,727+281.7% | $8,919+59.5% | $2,969+379.1% |