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 | $89,095 | $61,774+44.2% | $97,226-8.4% | $80,856+10.2% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.7%-39.4pp | 67.6%-34.3pp |
| Annual return | 12.99% | -557.90%+570.9pp | 75.13%-62.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $860 | $1,837-53.2% | $2,729-68.5% | $2,755-68.8% |
| Participant deferral / active EE | $2,013 | $3,029-33.6% | $4,264-52.8% | $4,296-53.1% |
| Admin fee / account holder | $775 | $5,166-85.0% | $5,654-86.3% | $6,918-88.8% |