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 | $188,271 | $32,117+486.2% | $71,086+164.8% | $64,186+193.3% |
| Participation rate | 5.7% | 42.7%-37.0pp | 54.7%-49.0pp | 69.6%-63.9pp |
| Annual return | 7.82% | -5.57%+13.4pp | 650.59%-642.8pp | 7.63%+0.2pp |
| Employer contribution / active EE | $218 | $712-69.3% | $1,088-79.9% | $2,381-90.8% |
| Participant deferral / active EE | $846 | $1,263-33.0% | $1,874-54.9% | $3,470-75.6% |
| Admin fee / account holder | $633 | $2,759-77.1% | $3,082-79.5% | $4,888-87.0% |