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 | $45,096 | $38,967+15.7% | $86,233-47.7% | $79,634-43.4% |
| Participation rate | 6.4% | 34.1%-27.7pp | 69.0%-62.6pp | 62.5%-56.1pp |
| Annual return | 13.46% | 49.90%-36.4pp | 61.39%-47.9pp | 36.46%-23.0pp |
| Employer contribution / active EE | $223 | $868-74.3% | $2,504-91.1% | $2,529-91.2% |
| Participant deferral / active EE | $399 | $1,663-76.0% | $4,559-91.2% | $3,835-89.6% |
| Admin fee / account holder | $9,069 | $2,660+240.9% | $8,342+8.7% | $1,002+805.2% |