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 6-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 | $48,916 | $71,050-31.2% | $93,606-47.7% | $80,856-39.5% |
| Participation rate | 68.8% | 60.4%+8.3pp | 68.7%0pp | 67.6%+1.1pp |
| Annual return | 15.57% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,336 | $1,564+113.3% | $2,420+37.8% | $2,755+21.1% |
| Participant deferral / active EE | $6,315 | $4,034+56.6% | $4,411+43.2% | $4,296+47.0% |
| Admin fee / account holder | $1,127 | $6,945-83.8% | $8,285-86.4% | $6,918-83.7% |