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 | $108,550 | $42,886+153.1% | $88,946+22.0% | $85,563+26.9% |
| Participation rate | 10.9% | 37.9%-27.1pp | 68.8%-58.0pp | 66.0%-55.1pp |
| Annual return | 15.76% | 44.56%-28.8pp | 57.82%-42.1pp | 31.51%-15.8pp |
| Employer contribution / active EE | $309 | $1,147-73.1% | $2,555-87.9% | $2,654-88.4% |
| Participant deferral / active EE | $714 | $2,108-66.1% | $4,581-84.4% | $4,375-83.7% |
| Admin fee / account holder | $1,922 | $2,263-15.1% | $8,261-76.7% | $834+130.4% |