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 | $109,371 | $127,100-13.9% | $105,738+3.4% | $135,375-19.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 76.3%-19.2pp | 82.6%-25.5pp |
| Annual return | 14.32% | 4.49%+9.8pp | 6.27%+8.1pp | 519.73%-505.4pp |
| Employer contribution / active EE | $1,846 | $4,107-55.1% | $3,268-43.5% | $4,779-61.4% |
| Participant deferral / active EE | $1,846 | $5,064-63.6% | $4,080-54.8% | $5,609-67.1% |
| Admin fee / account holder | $55,840 | $9,087+514.5% | $6,913+707.8% | $10,827+415.7% |