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 | $86,272 | $24,730+248.9% | $66,042+30.6% | $84,808+1.7% |
| Participation rate | 14.6% | 68.1%-53.5pp | 67.5%-52.9pp | 68.3%-53.7pp |
| Annual return | 15.91% | 79.55%-63.6pp | 52.11%-36.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $550 | $857-35.8% | $1,579-65.2% | $2,631-79.1% |
| Participant deferral / active EE | $961 | $1,737-44.7% | $2,835-66.1% | $4,212-77.2% |
| Admin fee / account holder | $2,011 | $3,014-33.3% | $5,747-65.0% | $7,344-72.6% |