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 | $71,151 | $54,701+30.1% | $86,188-17.4% | $71,457-0.4% |
| Participation rate | 58.7% | 60.1%-1.5pp | 69.0%-10.3pp | 67.9%-9.3pp |
| Annual return | 20.60% | 20.06%+0.5pp | 1168.45%-1147.9pp | 28.85%-8.3pp |
| Employer contribution / active EE | $404 | $1,265-68.1% | $2,380-83.0% | $2,588-84.4% |
| Participant deferral / active EE | $3,487 | $3,108+12.2% | $3,985-12.5% | $4,289-18.7% |
| Admin fee / account holder | $1,009 | $1,922-47.5% | $6,852-85.3% | $1,587-36.4% |