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 | $80,417 | $55,453+45.0% | $170,442-52.8% | $62,292+29.1% |
| Participation rate | 51.5% | 66.4%-14.9pp | 83.6%-32.1pp | 69.5%-18.0pp |
| Annual return | 15.87% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,102 | $2,164-49.1% | $5,433-79.7% | $2,042-46.1% |
| Participant deferral / active EE | $2,620 | $2,303+13.8% | $4,939-47.0% | $3,169-17.3% |
| Admin fee / account holder | $21,250 | $455+4569.8% | $13,880+53.1% | $479+4333.2% |