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 7-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 | $89,647 | $39,286+128.2% | $80,716+11.1% | $79,386+12.9% |
| Participation rate | 14.3% | 41.0%-26.7pp | 54.2%-39.9pp | 70.7%-56.4pp |
| Annual return | 14.75% | 98.95%-84.2pp | 87.28%-72.5pp | 116.85%-102.1pp |
| Employer contribution / active EE | $281 | $594-52.7% | $1,160-75.8% | $2,427-88.4% |
| Participant deferral / active EE | $900 | $1,264-28.8% | $2,146-58.1% | $4,046-77.8% |
| Admin fee / account holder | $519 | $647-19.8% | $3,380-84.6% | $626-17.2% |