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 | $74,164 | $55,932+32.6% | $76,735-3.4% | $67,986+9.1% |
| Participation rate | 45.5% | 50.8%-5.3pp | 69.5%-24.0pp | 57.2%-11.7pp |
| Annual return | 18.17% | 23.10%-4.9pp | 29.77%-11.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,740 | $1,487+17.0% | $2,454-29.1% | $2,019-13.8% |
| Participant deferral / active EE | $3,692 | $2,558+44.3% | $4,088-9.7% | $3,358+9.9% |
| Admin fee / account holder | $15,150 | $4,907+208.7% | $7,189+110.7% | $3,203+373.0% |