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 | $118,457 | $91,037+30.1% | $71,671+65.3% | $147,584-19.7% |
| Participation rate | 54.5% | 76.1%-21.6pp | 68.7%-14.2pp | 82.8%-28.3pp |
| Annual return | 10.58% | 20.48%-9.9pp | 20.65%-10.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,504 | $3,327-54.8% | $2,460-38.8% | $4,876-69.2% |
| Participant deferral / active EE | $3,626 | $4,498-19.4% | $3,438+5.5% | $5,439-33.3% |
| Admin fee / account holder | $166,706 | $8,613+1835.6% | $5,558+2899.1% | $10,885+1431.5% |