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 8-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 | $84,364 | $109,881-23.2% | $150,045-43.8% | $84,808-0.5% |
| Participation rate | 67.1% | 76.1%-8.9pp | 82.3%-15.2pp | 68.3%-1.2pp |
| Annual return | 21.91% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,396 | $6,636+41.6% | $7,997+17.5% | $4,212+123.1% |
| Admin fee / account holder | $1,212 | $8,568-85.9% | $13,435-91.0% | $7,344-83.5% |