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 | $68,567 | $24,730+177.3% | $66,042+3.8% | $84,808-19.1% |
| Participation rate | 61.5% | 68.1%-6.6pp | 67.5%-6.0pp | 68.3%-6.8pp |
| Annual return | 18.08% | 79.55%-61.5pp | 52.11%-34.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,416 | $857+65.3% | $1,579-10.3% | $2,631-46.2% |
| Participant deferral / active EE | $5,644 | $1,737+224.9% | $2,835+99.1% | $4,212+34.0% |
| Admin fee / account holder | $1,098 | $3,014-63.6% | $5,747-80.9% | $7,344-85.1% |