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 | $95,010 | $45,035+111.0% | $62,995+50.8% | $70,131+35.5% |
| Participation rate | 30.9% | 69.5%-38.7pp | 74.8%-43.9pp | 69.5%-38.7pp |
| Annual return | 17.20% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $931 | $2,465-62.2% | $3,329-72.0% | $3,332-72.0% |
| Admin fee / account holder | $3,438 | $2,834+21.3% | $3,600-4.5% | $4,645-26.0% |