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 | $104,875 | $26,114+301.6% | $58,482+79.3% | $74,419+40.9% |
| Participation rate | 16.2% | 32.1%-15.9pp | 50.9%-34.6pp | 70.7%-54.5pp |
| Annual return | 14.82% | 32.51%-17.7pp | 4239.32%-4224.5pp | 34.38%-19.6pp |
| Employer contribution / active EE | $564 | $536+5.2% | $1,053-46.5% | $2,637-78.6% |
| Participant deferral / active EE | $819 | $1,075-23.7% | $1,924-57.4% | $4,528-81.9% |
| Admin fee / account holder | $2,496 | $649+284.4% | $2,516-0.8% | $348+617.4% |