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 | $133,251 | $108,172+23.2% | $77,482+72.0% | $158,922-16.2% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 12.52% | 31.67%-19.2pp | 54.79%-42.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $218 | $1,325-83.5% | $986-77.9% | $4,761-95.4% |
| Participant deferral / active EE | $545 | $2,456-77.8% | $1,861-70.7% | $5,982-90.9% |
| Admin fee / account holder | $1,500 | $3,708-59.5% | $2,858-47.5% | $11,246-86.7% |