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 | $79,235 | $37,426+111.7% | $77,482+2.3% | $79,858-0.8% |
| Participation rate | 4.7% | 41.5%-36.8pp | 54.2%-49.5pp | 69.6%-64.9pp |
| Annual return | 19.93% | 39.70%-19.8pp | 54.79%-34.9pp | 31.71%-11.8pp |
| Employer contribution / active EE | $106 | $637-83.4% | $986-89.3% | $2,471-95.7% |
| Participant deferral / active EE | $442 | $1,260-64.9% | $1,861-76.3% | $3,740-88.2% |
| Admin fee / account holder | $1,783 | $2,504-28.8% | $2,858-37.6% | $5,306-66.4% |