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 | $61,650 | $71,050-13.2% | $93,606-34.1% | $80,856-23.8% |
| Participation rate | 68.8% | 60.4%+8.3pp | 68.7%0pp | 67.6%+1.1pp |
| Annual return | 13.05% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,268 | $1,564+109.0% | $2,420+35.0% | $2,755+18.6% |
| Participant deferral / active EE | $6,810 | $4,034+68.8% | $4,411+54.4% | $4,296+58.5% |
| Admin fee / account holder | $5,686 | $6,945-18.1% | $8,285-31.4% | $6,918-17.8% |