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 | $91,224 | $29,319+211.1% | $52,425+74.0% | $82,448+10.6% |
| Participation rate | 13.6% | 46.9%-33.2pp | 55.6%-42.0pp | 68.1%-54.4pp |
| Annual return | 14.90% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $323 | $1,171-72.4% | $1,790-81.9% | $4,139-92.2% |
| Admin fee / account holder | $11,915 | $1,962+507.3% | $2,495+377.6% | $7,234+64.7% |