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 | $67,589 | $60,124+12.4% | $90,404-25.2% | $79,858-15.4% |
| Participation rate | 34.4% | 65.0%-30.6pp | 72.7%-38.3pp | 69.6%-35.3pp |
| Annual return | 20.12% | 71.94%-51.8pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,166 | $2,938-26.3% | $3,963-45.3% | $3,740-42.1% |
| Admin fee / account holder | $437 | $3,976-89.0% | $5,611-92.2% | $5,306-91.8% |