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 | $102,457 | $61,774+65.9% | $97,226+5.4% | $80,856+26.7% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-21.0pp | 67.6%-15.9pp |
| Annual return | 14.65% | -557.90%+572.6pp | 75.13%-60.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,289 | $1,837+24.6% | $2,729-16.1% | $2,755-16.9% |
| Participant deferral / active EE | $2,827 | $3,029-6.7% | $4,264-33.7% | $4,296-34.2% |
| Admin fee / account holder | $11,796 | $5,166+128.3% | $5,654+108.6% | $6,918+70.5% |