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 | $23,330+269.8% | $64,489+33.8% | $82,448+4.6% |
| Participation rate | 14.6% | 68.3%-53.7pp | 67.7%-53.1pp | 68.1%-53.5pp |
| Annual return | 15.91% | 83.66%-67.8pp | 55.03%-39.1pp | 41.64%-25.7pp |
| Employer contribution / active EE | $550 | $824-33.3% | $1,523-63.9% | $2,551-78.4% |
| Participant deferral / active EE | $961 | $1,707-43.7% | $2,778-65.4% | $4,139-76.8% |
| Admin fee / account holder | $2,011 | $2,946-31.7% | $4,260-52.8% | $7,234-72.2% |