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 6-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 | $92,032 | $24,733+272.1% | $69,647+32.1% | $74,495+23.5% |
| Participation rate | 16.7% | 63.5%-46.8pp | 66.5%-49.8pp | 67.2%-50.5pp |
| Annual return | 12.58% | 18.55%-6.0pp | 100.48%-87.9pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $442 | $1,001-55.8% | $1,712-74.2% | $2,623-83.1% |
| Participant deferral / active EE | $1,368 | $1,901-28.0% | $2,886-52.6% | $4,346-68.5% |
| Admin fee / account holder | $965 | $1,892-49.0% | $4,713-79.5% | $1,942-50.3% |