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 | $70,846 | $60,124+17.8% | $90,404-21.6% | $79,858-11.3% |
| Participation rate | 39.5% | 65.0%-25.5pp | 72.7%-33.2pp | 69.6%-30.2pp |
| Annual return | 24.56% | 71.94%-47.4pp | 1293.02%-1268.5pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,474 | $2,068-28.7% | $3,262-54.8% | $2,471-40.3% |
| Participant deferral / active EE | $3,093 | $2,938+5.3% | $3,963-22.0% | $3,740-17.3% |
| Admin fee / account holder | $29,700 | $3,976+646.9% | $5,611+429.3% | $5,306+459.7% |