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 | $105,646 | $72,994+44.7% | $120,354-12.2% | $77,643+36.1% |
| Participation rate | 17.1% | 55.2%-38.2pp | 71.9%-54.8pp | 70.6%-53.5pp |
| Annual return | 12.96% | 18.23%-5.3pp | 107.15%-94.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $592 | $1,793-67.0% | $3,463-82.9% | $2,726-78.3% |
| Participant deferral / active EE | $1,209 | $3,011-59.8% | $4,991-75.8% | $4,647-74.0% |
| Admin fee / account holder | $2,452 | $658+272.6% | $9,423-74.0% | $430+469.6% |