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 | $92,168 | $27,839+231.1% | $58,482+57.6% | $71,457+29.0% |
| Participation rate | 19.5% | 34.5%-15.1pp | 50.9%-31.4pp | 67.9%-48.5pp |
| Annual return | 14.58% | 26.81%-12.2pp | 4239.32%-4224.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $398 | $631-37.0% | $1,053-62.3% | $2,588-84.6% |
| Participant deferral / active EE | $877 | $1,206-27.3% | $1,924-54.4% | $4,289-79.6% |
| Admin fee / account holder | $7,053 | $1,641+329.9% | $2,516+180.3% | $1,587+344.3% |