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 9-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 | $74,552 | $100,923-26.1% | $150,045-50.3% | $74,304+0.3% |
| Participation rate | 67.5% | 70.1%-2.6pp | 82.3%-14.8pp | 60.3%+7.1pp |
| Annual return | 61.61% | 51.77%+9.8pp | 62.55%-0.9pp | 29.43%+32.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,442 | $6,709+55.6% | $7,997+30.6% | $3,767+177.2% |
| Admin fee / account holder | $2,555 | $2,767-7.6% | $13,435-81.0% | $2,969-13.9% |