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 | $126,062 | $76,000+65.9% | $154,107-18.2% | $64,186+96.4% |
| Participation rate | 41.0% | 70.4%-29.4pp | 83.0%-42.0pp | 69.6%-28.5pp |
| Annual return | 0.57% | 30.32%-29.7pp | 735.12%-734.5pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,140 | $3,351-66.0% | $5,298-78.5% | $2,381-52.1% |
| Participant deferral / active EE | $2,492 | $3,175-21.5% | $5,081-50.9% | $3,470-28.2% |
| Admin fee / account holder | $1,980 | $5,596-64.6% | $13,411-85.2% | $4,888-59.5% |