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 | $62,513 | $105,931-41.0% | $81,930-23.7% | $158,922-60.7% |
| Participation rate | 38.1% | 75.6%-37.5pp | 72.0%-33.9pp | 82.0%-43.9pp |
| Annual return | 12.67% | 38.17%-25.5pp | 29.49%-16.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,271 | $13,003-82.5% | $7,107-68.0% | $5,982-62.0% |
| Admin fee / account holder | $7,954 | $8,489-6.3% | $5,158+54.2% | $11,246-29.3% |