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 | $60,324 | $109,881-45.1% | $150,045-59.8% | $84,808-28.9% |
| Participation rate | 37.5% | 76.1%-38.6pp | 82.3%-44.8pp | 68.3%-30.8pp |
| Annual return | 68.52% | 28.25%+40.3pp | 62.55%+6.0pp | 40.90%+27.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,663 | $6,636-44.8% | $7,997-54.2% | $4,212-13.0% |
| Admin fee / account holder | $994 | $8,568-88.4% | $13,435-92.6% | $7,344-86.5% |