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 | $31,435 | $60,124-47.7% | $90,404-65.2% | $79,858-60.6% |
| Participation rate | 64.5% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.1pp |
| Annual return | 14.80% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,594 | $2,068+25.4% | $3,262-20.5% | $2,471+5.0% |
| Participant deferral / active EE | $4,365 | $2,938+48.5% | $3,963+10.1% | $3,740+16.7% |
| Admin fee / account holder | $6,806 | $3,976+71.1% | $5,611+21.3% | $5,306+28.3% |