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 | $125,023 | $91,538+36.6% | $129,995-3.8% | $75,163+66.3% |
| Participation rate | 56.9% | 71.4%-14.6pp | 78.5%-21.6pp | 67.2%-10.3pp |
| Annual return | 14.19% | -631.11%+645.3pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,064 | $2,845-62.6% | $4,320-75.4% | $2,670-60.2% |
| Participant deferral / active EE | $3,664 | $4,341-15.6% | $5,820-37.0% | $4,125-11.2% |
| Admin fee / account holder | $39,633 | $6,790+483.7% | $10,614+273.4% | $5,651+601.3% |