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 | $71,929 | $29,548+143.4% | $56,411+27.5% | $77,643-7.4% |
| Participation rate | 17.1% | 32.7%-15.5pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 12.59% | 19.01%-6.4pp | 1701.33%-1688.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $490 | $568-13.7% | $1,039-52.8% | $2,726-82.0% |
| Participant deferral / active EE | $859 | $1,061-19.0% | $1,952-56.0% | $4,647-81.5% |
| Admin fee / account holder | $6,550 | $1,046+526.1% | $2,829+131.5% | $430+1421.8% |