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 | $90,217 | $27,839+224.1% | $58,482+54.3% | $71,457+26.3% |
| Participation rate | 5.4% | 34.5%-29.1pp | 50.9%-45.5pp | 67.9%-62.5pp |
| Annual return | 18.47% | 26.81%-8.3pp | 4239.32%-4220.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $162 | $631-74.3% | $1,053-84.6% | $2,588-93.7% |
| Participant deferral / active EE | $412 | $1,206-65.8% | $1,924-78.6% | $4,289-90.4% |
| Admin fee / account holder | $1,232 | $1,641-24.9% | $2,516-51.0% | $1,587-22.4% |