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 | $77,173 | $44,960+71.6% | $84,966-9.2% | $74,495+3.6% |
| Participation rate | 13.0% | 49.4%-36.4pp | 67.5%-54.5pp | 67.2%-54.2pp |
| Annual return | 12.69% | 26.24%-13.6pp | 66.38%-53.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $467 | $1,457-68.0% | $2,727-82.9% | $2,623-82.2% |
| Participant deferral / active EE | $1,776 | $2,731-35.0% | $4,519-60.7% | $4,346-59.1% |
| Admin fee / account holder | $5,936 | $2,209+168.7% | $6,149-3.5% | $1,942+205.7% |