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 4-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 | $59,640 | $52,519+13.6% | $155,790-61.7% | $59,6320% |
| Participation rate | 57.1% | 61.7%-4.6pp | 76.1%-19.0pp | 68.7%-11.5pp |
| Annual return | 6.38% | 53.51%-47.1pp | 71.54%-65.2pp | 2041.28%-2034.9pp |
| Employer contribution / active EE | $2,273 | $1,589+43.0% | $3,836-40.8% | $2,203+3.2% |
| Participant deferral / active EE | $3,978 | $3,084+29.0% | $4,797-17.1% | $3,192+24.6% |
| Admin fee / account holder | $2,132 | $3,540-39.8% | $7,478-71.5% | $4,297-50.4% |