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 | $88,409 | $37,426+136.2% | $77,482+14.1% | $79,858+10.7% |
| Participation rate | 1.5% | 41.5%-40.0pp | 54.2%-52.7pp | 69.6%-68.1pp |
| Annual return | 21.52% | 39.70%-18.2pp | 54.79%-33.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $316 | $637-50.4% | $986-68.0% | $2,471-87.2% |
| Participant deferral / active EE | $541 | $1,260-57.1% | $1,861-70.9% | $3,740-85.5% |
| Admin fee / account holder | $2,167 | $2,504-13.5% | $2,858-24.2% | $5,306-59.2% |