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 | $73,530 | $61,774+19.0% | $97,226-24.4% | $80,856-9.1% |
| Participation rate | 51.4% | 63.5%-12.2pp | 72.7%-21.3pp | 67.6%-16.3pp |
| Annual return | 11.97% | -557.90%+569.9pp | 75.13%-63.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $582 | $1,837-68.3% | $2,729-78.7% | $2,755-78.9% |
| Participant deferral / active EE | $1,455 | $3,029-52.0% | $4,264-65.9% | $4,296-66.1% |
| Admin fee / account holder | $13,637 | $5,166+164.0% | $5,654+141.2% | $6,918+97.1% |