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 | $130,484 | $48,076+171.4% | $78,689+65.8% | $62,891+107.5% |
| Participation rate | 15.4% | 65.2%-49.8pp | 73.6%-58.2pp | 69.3%-53.9pp |
| Annual return | 6.51% | 31.35%-24.8pp | 62.18%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $632 | $2,015-68.6% | $2,851-77.8% | $2,281-72.3% |
| Participant deferral / active EE | $1,280 | $2,588-50.5% | $3,517-63.6% | $3,203-60.0% |
| Admin fee / account holder | $994 | $3,207-69.0% | $4,510-78.0% | $4,296-76.9% |