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 | $68,677 | $58,234+17.9% | $81,783-16.0% | $80,874-15.1% |
| Participation rate | 61.8% | 63.4%-1.7pp | 72.4%-10.6pp | 67.6%-5.9pp |
| Annual return | 17.79% | 41.70%-23.9pp | 775.05%-757.3pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,002 | $2,341-57.2% | $2,913-65.6% | $2,756-63.7% |
| Participant deferral / active EE | $5,415 | $3,283+65.0% | $4,320+25.3% | $4,297+26.0% |
| Admin fee / account holder | $3,195 | $4,982-35.9% | $7,380-56.7% | $6,935-53.9% |