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 | $61,497 | $60,124+2.3% | $90,404-32.0% | $79,858-23.0% |
| Participation rate | 59.5% | 65.0%-5.5pp | 72.7%-13.2pp | 69.6%-10.2pp |
| Annual return | 10.91% | 71.94%-61.0pp | 1293.02%-1282.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $649 | $2,068-68.6% | $3,262-80.1% | $2,471-73.7% |
| Participant deferral / active EE | $1,915 | $2,938-34.8% | $3,963-51.7% | $3,740-48.8% |
| Admin fee / account holder | $16,830 | $3,976+323.2% | $5,611+200.0% | $5,306+217.2% |