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 | $98,285 | $53,127+85.0% | $86,590+13.5% | $70,131+40.1% |
| Participation rate | 36.4% | 65.3%-28.9pp | 73.5%-37.2pp | 69.5%-33.2pp |
| Annual return | 14.91% | 27.66%-12.8pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,002 | $2,068-51.6% | $2,839-64.7% | $2,342-57.2% |
| Participant deferral / active EE | $2,288 | $2,696-15.1% | $3,609-36.6% | $3,332-31.3% |
| Admin fee / account holder | $804 | $3,585-77.6% | $4,906-83.6% | $4,645-82.7% |