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 | $65,805 | $60,124+9.4% | $90,404-27.2% | $79,858-17.6% |
| Participation rate | 50.9% | 65.0%-14.1pp | 72.7%-21.8pp | 69.6%-18.8pp |
| Annual return | 16.39% | 71.94%-55.6pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,769 | $2,938-39.8% | $3,963-55.4% | $3,740-52.7% |
| Admin fee / account holder | $1,182 | $3,976-70.3% | $5,611-78.9% | $5,306-77.7% |