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 | $93,125 | $60,124+54.9% | $90,404+3.0% | $79,858+16.6% |
| Participation rate | 61.5% | 65.0%-3.4pp | 72.7%-11.1pp | 69.6%-8.1pp |
| Annual return | 10.64% | 71.94%-61.3pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,521 | $2,068-26.4% | $3,262-53.4% | $2,471-38.4% |
| Participant deferral / active EE | $790 | $2,938-73.1% | $3,963-80.1% | $3,740-78.9% |
| Admin fee / account holder | $1,910 | $3,976-52.0% | $5,611-66.0% | $5,306-64.0% |