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 | $68,613 | $58,208+17.9% | $81,812-16.1% | $80,856-15.1% |
| Participation rate | 61.1% | 63.4%-2.3pp | 72.3%-11.2pp | 67.6%-6.5pp |
| Annual return | 19.66% | 41.66%-22.0pp | 773.79%-754.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $917 | $2,340-60.8% | $2,912-68.5% | $2,755-66.7% |
| Participant deferral / active EE | $1,706 | $3,281-48.0% | $4,319-60.5% | $4,296-60.3% |
| Admin fee / account holder | $2,290 | $4,981-54.0% | $7,386-69.0% | $6,918-66.9% |