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 | $86,527 | $45,566+89.9% | $64,105+35.0% | $59,632+45.1% |
| Participation rate | 27.8% | 60.2%-32.4pp | 68.2%-40.4pp | 68.7%-40.9pp |
| Annual return | 0.42% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $198 | $934-78.8% | $1,820-89.1% | $2,203-91.0% |
| Participant deferral / active EE | $1,518 | $2,057-26.2% | $2,822-46.2% | $3,192-52.4% |
| Admin fee / account holder | $1,519 | $3,268-53.5% | $4,499-66.2% | $4,297-64.6% |