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 | $74,684 | $60,124+24.2% | $90,404-17.4% | $79,858-6.5% |
| Participation rate | 37.3% | 65.0%-27.7pp | 72.7%-35.4pp | 69.6%-32.3pp |
| Annual return | 10.58% | 71.94%-61.4pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $492 | $2,068-76.2% | $3,262-84.9% | $2,471-80.1% |
| Participant deferral / active EE | $951 | $2,938-67.6% | $3,963-76.0% | $3,740-74.6% |
| Admin fee / account holder | $4,040 | $3,976+1.6% | $5,611-28.0% | $5,306-23.9% |