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 | $60,054 | $60,124-0.1% | $90,404-33.6% | $79,858-24.8% |
| Participation rate | 64.2% | 65.0%-0.8pp | 72.7%-8.5pp | 69.6%-5.5pp |
| Annual return | 12.05% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $901 | $2,068-56.4% | $3,262-72.4% | $2,471-63.5% |
| Participant deferral / active EE | $2,956 | $2,938+0.6% | $3,963-25.4% | $3,740-21.0% |
| Admin fee / account holder | $5,699 | $3,976+43.3% | $5,611+1.6% | $5,306+7.4% |