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 | $124,782 | $71,057+75.6% | $93,654+33.2% | $80,874+54.3% |
| Participation rate | 17.9% | 60.4%-42.5pp | 68.7%-50.9pp | 67.6%-49.8pp |
| Annual return | 12.28% | 11.26%+1.0pp | 133.34%-121.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $388 | $1,564-75.2% | $2,421-84.0% | $2,756-85.9% |
| Participant deferral / active EE | $1,970 | $4,034-51.2% | $4,413-55.4% | $4,297-54.1% |
| Admin fee / account holder | $913 | $6,944-86.9% | $8,282-89.0% | $6,935-86.8% |