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 | $114,313 | $84,556+35.2% | $116,228-1.6% | $74,304+53.8% |
| Participation rate | 34.4% | 66.0%-31.6pp | 74.6%-40.1pp | 60.3%-25.9pp |
| Annual return | 31.68% | 18.35%+13.3pp | 90.06%-58.4pp | 29.43%+2.3pp |
| Employer contribution / active EE | $1,041 | $2,168-52.0% | $2,994-65.2% | $2,241-53.6% |
| Participant deferral / active EE | $1,978 | $3,814-48.1% | $4,953-60.1% | $3,767-47.5% |
| Admin fee / account holder | $3,706 | $3,792-2.3% | $11,989-69.1% | $2,969+24.8% |