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 | $34,091 | $60,124-43.3% | $90,404-62.3% | $79,858-57.3% |
| Participation rate | 64.5% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.1pp |
| Annual return | 13.49% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,032 | $2,068-1.7% | $3,262-37.7% | $2,471-17.8% |
| Participant deferral / active EE | $3,570 | $2,938+21.5% | $3,963-9.9% | $3,740-4.5% |
| Admin fee / account holder | $12,537 | $3,976+215.3% | $5,611+123.4% | $5,306+136.3% |