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 | $65,764 | $60,124+9.4% | $90,404-27.3% | $79,858-17.6% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | 16.24% | 71.94%-55.7pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $580 | $2,068-71.9% | $3,262-82.2% | $2,471-76.5% |
| Participant deferral / active EE | $3,027 | $2,938+3.0% | $3,963-23.6% | $3,740-19.1% |
| Admin fee / account holder | $9,457 | $3,976+137.8% | $5,611+68.6% | $5,306+78.2% |