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 | $66,295 | $49,922+32.8% | $80,569-17.7% | $75,163-11.8% |
| Participation rate | 52.3% | 55.3%-3.0pp | 67.0%-14.7pp | 67.2%-14.9pp |
| Annual return | 24.91% | 34.69%-9.8pp | 935.43%-910.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,169 | $1,698-31.2% | $2,723-57.1% | $2,670-56.2% |
| Participant deferral / active EE | $2,968 | $2,990-0.7% | $4,447-33.3% | $4,125-28.0% |
| Admin fee / account holder | $614 | $3,577-82.8% | $5,377-88.6% | $5,651-89.1% |