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 | $52,861 | $65,409-19.2% | $98,442-46.3% | $85,850-38.4% |
| Participation rate | 69.8% | 65.0%+4.8pp | 73.3%-3.6pp | 69.3%+0.5pp |
| Annual return | 12.95% | 21.76%-8.8pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,505 | $3,166+10.7% | $4,276-18.0% | $3,952-11.3% |
| Admin fee / account holder | $7,246 | $4,593+57.8% | $5,949+21.8% | $6,260+15.7% |