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 | $68,548 | $73,515-6.8% | $62,995+8.8% | $147,584-53.6% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.8%-20.3pp | 82.8%-28.3pp |
| Annual return | 15.66% | 175.43%-159.8pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,108 | $3,320-6.4% | $2,759+12.6% | $4,876-36.3% |
| Participant deferral / active EE | $3,988 | $4,185-4.7% | $3,329+19.8% | $5,439-26.7% |
| Admin fee / account holder | $4,397 | $5,953-26.1% | $3,600+22.1% | $10,885-59.6% |