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 7-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 | $71,429 | $53,777+32.8% | $134,143-46.8% | $79,858-10.6% |
| Participation rate | 67.5% | 58.8%+8.7pp | 72.2%-4.7pp | 69.6%-2.1pp |
| Annual return | 11.26% | 19.01%-7.7pp | 36.33%-25.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,685 | $2,420+93.6% | $3,499+33.9% | $3,740+25.3% |
| Admin fee / account holder | $3,613 | $3,984-9.3% | $6,684-45.9% | $5,306-31.9% |