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 | $66,548 | $60,124+10.7% | $90,404-26.4% | $79,858-16.7% |
| Participation rate | 61.1% | 65.0%-3.9pp | 72.7%-11.6pp | 69.6%-8.5pp |
| Annual return | 18.31% | 71.94%-53.6pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,197 | $2,068+103.0% | $3,262+28.7% | $2,471+69.9% |
| Participant deferral / active EE | $9,902 | $2,938+237.0% | $3,963+149.8% | $3,740+164.8% |
| Admin fee / account holder | $3,983 | $3,976+0.2% | $5,611-29.0% | $5,306-24.9% |