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 | $76,581 | $45,035+70.0% | $62,995+21.6% | $70,131+9.2% |
| Participation rate | 55.9% | 69.5%-13.6pp | 74.8%-18.9pp | 69.5%-13.6pp |
| Annual return | 11.56% | 18.76%-7.2pp | 87.57%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,084 | $2,465-15.4% | $3,329-37.4% | $3,332-37.4% |
| Admin fee / account holder | $2,778 | $2,834-2.0% | $3,600-22.8% | $4,645-40.2% |