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 | $75,699 | $65,557+15.5% | $64,056+18.2% | $71,457+5.9% |
| Participation rate | 26.5% | 73.2%-46.7pp | 72.3%-45.8pp | 67.9%-41.5pp |
| Annual return | 12.33% | 18.94%-6.6pp | 33.69%-21.4pp | 28.85%-16.5pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,736 | $3,626-52.1% | $3,880-55.3% | $4,289-59.5% |
| Admin fee / account holder | $11,311 | $616+1736.4% | $3,068+268.7% | $1,587+612.6% |