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 | $87,334 | $32,037+172.6% | $69,182+26.2% | $62,891+38.9% |
| Participation rate | 15.9% | 43.4%-27.5pp | 55.1%-39.2pp | 69.3%-53.4pp |
| Annual return | 4.57% | 15.16%-10.6pp | -21.93%+26.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $787 | $679+15.9% | $1,206-34.7% | $2,281-65.5% |
| Participant deferral / active EE | $1,660 | $1,185+40.1% | $1,897-12.5% | $3,203-48.2% |
| Admin fee / account holder | $15,764 | $2,608+504.4% | $2,697+484.6% | $4,296+267.0% |