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 | $111,775 | $86,332+29.5% | $125,175-10.7% | $65,185+71.5% |
| Participation rate | 49.5% | 75.3%-25.8pp | 79.8%-30.3pp | 70.2%-20.7pp |
| Annual return | 25.08% | 27.43%-2.3pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,379 | $2,040-32.4% | $3,865-64.3% | $2,177-36.6% |
| Participant deferral / active EE | $2,853 | $3,537-19.4% | $4,937-42.2% | $3,514-18.8% |
| Admin fee / account holder | $5,591 | $609+817.8% | $9,702-42.4% | $847+560.0% |