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 | $94,910 | $32,037+196.2% | $69,182+37.2% | $62,891+50.9% |
| Participation rate | 27.3% | 43.4%-16.1pp | 55.1%-27.8pp | 69.3%-42.0pp |
| Annual return | 7.40% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $551 | $679-18.9% | $1,206-54.3% | $2,281-75.9% |
| Participant deferral / active EE | $2,440 | $1,185+105.8% | $1,897+28.6% | $3,203-23.8% |
| Admin fee / account holder | $850 | $2,608-67.4% | $2,697-68.5% | $4,296-80.2% |