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 | $23,330+193.9% | $64,489+6.3% | $82,448-16.8% |
| Participation rate | 61.5% | 68.3%-6.7pp | 67.7%-6.2pp | 68.1%-6.5pp |
| Annual return | 18.08% | 83.66%-65.6pp | 55.03%-36.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,416 | $824+71.8% | $1,523-7.0% | $2,551-44.5% |
| Participant deferral / active EE | $5,644 | $1,707+230.6% | $2,778+103.2% | $4,139+36.4% |
| Admin fee / account holder | $1,098 | $2,946-62.7% | $4,260-74.2% | $7,234-84.8% |