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 | $64,699 | $45,566+42.0% | $64,105+0.9% | $59,632+8.5% |
| Participation rate | 50.7% | 60.2%-9.5pp | 68.2%-17.5pp | 68.7%-18.0pp |
| Annual return | 1.53% | 4.95%-3.4pp | 791.24%-789.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $323 | $934-65.4% | $1,820-82.3% | $2,203-85.3% |
| Participant deferral / active EE | $1,646 | $2,057-20.0% | $2,822-41.7% | $3,192-48.4% |
| Admin fee / account holder | $2,625 | $3,268-19.6% | $4,499-41.6% | $4,297-38.9% |