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 | $65,235 | $24,730+163.8% | $66,042-1.2% | $84,808-23.1% |
| Participation rate | 57.1% | 68.1%-10.9pp | 67.5%-10.4pp | 68.3%-11.2pp |
| Annual return | 18.90% | 79.55%-60.6pp | 52.11%-33.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,890 | $857+120.6% | $1,579+19.7% | $2,631-28.2% |
| Participant deferral / active EE | $3,901 | $1,737+124.6% | $2,835+37.6% | $4,212-7.4% |
| Admin fee / account holder | $3,084 | $3,014+2.3% | $5,747-46.3% | $7,344-58.0% |