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 | $92,930 | $49,177+89.0% | $79,464+16.9% | $64,186+44.8% |
| Participation rate | 19.6% | 65.0%-45.4pp | 73.3%-53.7pp | 69.6%-49.9pp |
| Annual return | -6.35% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $610 | $2,076-70.6% | $2,800-78.2% | $2,381-74.4% |
| Participant deferral / active EE | $1,370 | $2,821-51.4% | $3,704-63.0% | $3,470-60.5% |
| Admin fee / account holder | $617 | $3,839-83.9% | $5,113-87.9% | $4,888-87.4% |