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 | $98,863 | $30,400+225.2% | $53,898+83.4% | $84,808+16.6% |
| Participation rate | 18.4% | 46.4%-28.1pp | 55.0%-36.6pp | 68.3%-49.9pp |
| Annual return | 15.56% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $558 | $1,199-53.4% | $1,826-69.4% | $4,212-86.7% |
| Admin fee / account holder | $1,534 | $1,993-23.1% | $2,491-38.4% | $7,344-79.1% |