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 | $84,219 | $71,050+18.5% | $93,606-10.0% | $80,856+4.2% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 19.55% | 11.26%+8.3pp | 133.20%-113.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,383 | $1,564-11.5% | $2,420-42.8% | $2,755-49.8% |
| Participant deferral / active EE | $4,303 | $4,034+6.7% | $4,411-2.5% | $4,296+0.2% |
| Admin fee / account holder | $20,390 | $6,945+193.6% | $8,285+146.1% | $6,918+194.7% |