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 | $91,820 | $58,208+57.7% | $81,812+12.2% | $80,856+13.6% |
| Participation rate | 19.5% | 63.4%-43.9pp | 72.3%-52.8pp | 67.6%-48.1pp |
| Annual return | 12.35% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $602 | $2,340-74.3% | $2,912-79.3% | $2,755-78.2% |
| Participant deferral / active EE | $1,483 | $3,281-54.8% | $4,319-65.7% | $4,296-65.5% |
| Admin fee / account holder | $959 | $4,981-80.8% | $7,386-87.0% | $6,918-86.1% |