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 | $131,133 | $110,261+18.9% | $95,745+37.0% | $139,434-6.0% |
| Participation rate | 63.6% | 75.8%-12.1pp | 72.3%-8.6pp | 80.3%-16.7pp |
| Annual return | 12.46% | 27.11%-14.7pp | 28.35%-15.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,047 | $3,257-67.9% | $2,835-63.1% | $4,751-78.0% |
| Participant deferral / active EE | $2,822 | $4,676-39.7% | $4,245-33.5% | $6,710-57.9% |
| Admin fee / account holder | $33,292 | $6,613+403.4% | $5,678+486.3% | $11,403+192.0% |