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 | $84,147 | $27,839+202.3% | $58,482+43.9% | $71,457+17.8% |
| Participation rate | 26.4% | 34.5%-8.1pp | 50.9%-24.4pp | 67.9%-41.5pp |
| Annual return | 17.18% | 26.81%-9.6pp | 4239.32%-4222.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $572 | $631-9.4% | $1,053-45.7% | $2,588-77.9% |
| Participant deferral / active EE | $1,784 | $1,206+47.9% | $1,924-7.3% | $4,289-58.4% |
| Admin fee / account holder | $390 | $1,641-76.2% | $2,516-84.5% | $1,587-75.4% |