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 | $64,111 | $60,124+6.6% | $90,404-29.1% | $79,858-19.7% |
| Participation rate | 53.8% | 65.0%-11.1pp | 72.7%-18.8pp | 69.6%-15.8pp |
| Annual return | 11.18% | 71.94%-60.8pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $449 | $2,068-78.3% | $3,262-86.2% | $2,471-81.8% |
| Participant deferral / active EE | $2,084 | $2,938-29.1% | $3,963-47.4% | $3,740-44.3% |
| Admin fee / account holder | $16,103 | $3,976+305.0% | $5,611+187.0% | $5,306+203.5% |