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 | $178,821 | $31,310+471.1% | $53,898+231.8% | $74,304+140.7% |
| Participation rate | 15.8% | 30.7%-14.9pp | 55.0%-39.2pp | 60.3%-44.6pp |
| Annual return | 16.47% | 23.16%-6.7pp | 528.60%-512.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $237 | $450-47.2% | $932-74.5% | $2,241-89.4% |
| Participant deferral / active EE | $1,304 | $934+39.6% | $1,826-28.6% | $3,767-65.4% |
| Admin fee / account holder | $1,668 | $2,175-23.3% | $2,491-33.0% | $2,969-43.8% |