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 | $162,404 | $37,426+333.9% | $77,482+109.6% | $79,858+103.4% |
| Participation rate | 8.3% | 41.5%-33.2pp | 54.2%-45.9pp | 69.6%-61.3pp |
| Annual return | 11.98% | 39.70%-27.7pp | 54.79%-42.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $280 | $637-56.0% | $986-71.6% | $2,471-88.7% |
| Participant deferral / active EE | $1,114 | $1,260-11.6% | $1,861-40.2% | $3,740-70.2% |
| Admin fee / account holder | $7,207 | $2,504+187.8% | $2,858+152.2% | $5,306+35.8% |