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 | $77,403 | $35,183+120.0% | $73,545+5.2% | $70,131+10.4% |
| Participation rate | 11.8% | 42.9%-31.2pp | 54.9%-43.2pp | 69.5%-57.8pp |
| Annual return | 17.39% | 26.90%-9.5pp | -15.16%+32.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $322 | $709-54.6% | $1,219-73.6% | $2,342-86.3% |
| Participant deferral / active EE | $1,430 | $1,220+17.2% | $1,806-20.8% | $3,332-57.1% |
| Admin fee / account holder | $538 | $2,302-76.6% | $2,320-76.8% | $4,645-88.4% |