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 | $85,639 | $60,124+42.4% | $90,404-5.3% | $79,858+7.2% |
| Participation rate | 55.3% | 65.0%-9.7pp | 72.7%-17.4pp | 69.6%-14.4pp |
| Annual return | 16.22% | 71.94%-55.7pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,386 | $2,068-33.0% | $3,262-57.5% | $2,471-43.9% |
| Participant deferral / active EE | $2,805 | $2,938-4.5% | $3,963-29.2% | $3,740-25.0% |
| Admin fee / account holder | $5,992 | $3,976+50.7% | $5,611+6.8% | $5,306+12.9% |