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 | $84,159 | $60,124+40.0% | $90,404-6.9% | $79,858+5.4% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.7pp |
| Annual return | 16.26% | 71.94%-55.7pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,060 | $2,068-48.7% | $3,262-67.5% | $2,471-57.1% |
| Participant deferral / active EE | $2,289 | $2,938-22.1% | $3,963-42.2% | $3,740-38.8% |
| Admin fee / account holder | $400 | $3,976-89.9% | $5,611-92.9% | $5,306-92.5% |